Client Service Executive

  • Contract, full-time
  • Chichester
  • Posted 1 week ago


Do you have administration experience within the Financial Services? Are you committed to providing excellent customer service? Then this may be the role for you.

Our client, a leading investment management firm, is looking for a Client Services Executive to join their Chichester office on a 6 month FTC. 

You will:

  • Manage the client facing administration process to ensure a timely and efficient client experience
  • Take ownership of all client administration tasks undertaken and manage the expectations of stakeholders
  • Provide end to end management of account opening, on-boarding, and transfer processes
  • Processing client payments and account amendments
  • Support quarterly portfolio valuation processes
  • Act as the first point of contact for clients, including attending client meetings

Your skills:

  • Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
  • Experience managing the end-to-end administration processes
  • Excellent written and verbal communication skills and the ability to communicate with a variety of stakeholders
  • A strong working knowledge of IT software and supports others in utilising this correctly

If this role sounds of interest, please contact Ellie Luxton at Flair for Recruitment for more information.

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