Job Description
Salary: Up to £30,000Location: Hybrid 2 days a week in the officeJob Type: Permanent, Full-timeSector: Financial Services / Professional Services
Reed are working in partnership with a respected professional services firm
Reed is delighted to be recruiting on behalf of a well-established organisation within the financial services sector, who are looking to appoint a Client Service Executive to join their growing client services team.
This role would suit someone with strong administration or client service experience, ideally gained within a regulated or professional services environment, who enjoys delivering a high level of support to both clients and internal stakeholders.
Key Responsibilities
- Managing client onboarding and day-to-day service requests in line with internal service standards
- Maintaining accurate and timely client records across internal and third-party systems
- Acting as a point of contact for client queries via telephone, email and written correspondence
- Coordinating meetings, including diary management and appointment scheduling
- Preparing meeting packs, annual review documentation and client valuations
- Ensuring calls, messages and correspondence are handled promptly and professionally
- Routing new business and servicing requests to the appropriate teams
- Managing document filing, scanning and archiving in line with compliance standards
- Working closely with advisers and colleagues to ensure smooth client journeys
- Supporting ad-hoc administrative tasks as required
Compliance & Risk
- Adhering to internal policies, procedures and regulatory requirements
- Demonstrating awareness of FCA principles and the importance of client outcomes
- Maintaining discretion, accuracy and attention to detail at all times
- Escalating risks or issues in line with company procedures
The Ideal Candidate
- Previous experience in a client service, administration or support role
- Background within financial services, insurance, wealth management
- Strong organisational skills with excellent attention to detail
- Confident communicator, both written and verbal
- Comfortable using CRM systems and Microsoft Office
- Able to manage multiple priorities in a fast-paced, regulated environment
- Proactive, professional and client-focused
What's in It for You
- Salary up to £30,000, depending on experience
- Hybrid working
- Supportive team environment with long-term career development opportunities
- Exposure to a professional, well-structured organisation
APPLY TODAY FOR MORE INFORMATION
