Job Description
Client Services Executive - Financial Services
Location: Southampton
Salary: Up to £30,000 (depending on experience) comprehensive benefits
Are you an enthusiastic Client Services Executive eager for your next role? Could you fulfil a vital support function within a busy Financial Services and Wealth Management office?
You will be working as part of the team at a highly respected Principal Partner Practice of St. James’s Place Plc.
The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs.
The Role: Client Services Executive
* You will be part of office administration team, liaising with third parties, dealing with new business enquiries, and following up with providers for funds and information
* Providing a high level of administrative support while maintaining an excellent level of communication with the team around you
* Preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action points
* Submitting new business and fund transfers using bespoke software
* Carrying out fund switches and financial calculations for clients using specific systems and processes
* Your role will include working on new business submission for the multiple advisers in the Practice and liaising with their PAs to ensure timescales are achieved and clients are kept up to date
The Person: Client Services Executive
To be considered as a Client Services Executive you will need:
* Proven work experience as an Administrator or within an office support role. Financial Services experience is essential
* Excellent customer service and the ability to build rapport and manage client relationships
* Strong attention to detail and be able to problem solve and think on your feet
* Good time management and planning skills
* Strong working knowledge of Excel, Word, and other Microsoft Office Programs
* It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion
The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients.
St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £198.5bn.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.