Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards.
As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity.
What you will do
Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly
Schedule and track client review meetings and maintain proactive contact with the client base
Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy
Prepare client-facing documentation, reports and correspondence to a consistently professional standard
Ensure adviser charges are correctly set up, tracked and reconciled monthly
Maintain pipeline and client records within Xplan CRM
What you will bring
At least three years' experience in a client-facing or customer service role
Strong written communication skills with genuine attention to detail
Confident with Microsoft Office and comfortable learning new systems
Well organised, self-managing and able to prioritise under pressure
Experience in financial services administration is desirable but not essential
Why this role?
The firm operates a four-day working week around 30 hours, Monday to Thursday.
You will work in a small, professional environment where high standards are expected and good work is recognised.
A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification.
Salary £28,000 to £30,000 depending on experience.
Flexible start / end times
Based in Sutton Coldfield easy for public transport / free parking
To apply, please send your CV to Gary Simpson