Job Description
Client Servicing Executive
Minimum 20 hours a week, potentially increasing to full-time work.
5 days a week (start times can be flexible).
Salary to be discussed based on experience.
Below are some of the tasks expected to be undertaken by a member of the client servicing team (CST) at Matthew Douglas.
Some experience would be ideal, but full training will be provided:
· Showcasing the company’s values
· Booking meetings with clients
· Rebalancing client portfolios
· Handling withdrawal/contribution requests and switches (e.g. Personal Portfolio to ISA)
· Preparation of meeting documents and reports (Annual Reviews / New Client files)
· Producing and processing new business paperwork
· Professionally communicating with clients via letters, emails, messages or telephone
· Professionally answering inbound telephone calls, transf...