Client Service Executive

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

Flair

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.

    Job Overview
    Job Overview
    Job Location