Client Support Executive

My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.

We are looking to recruit a Client Support Executive. In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter. Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.

Specific duties of the role include:

• General office administrative duties
• Opening new cases on CMS and iBusiness
• Updating CMS and iBusiness with client details
• Processing Letter of Authority’s with Providers
• Submitting requests for information
• Requesting Investment valuation updates
• Adviser pipeline management
• Client Service Charter administration
• IAF & OAF queries
• Provide regular updates to Financial Adviser about case progression
• Adviser diary management
• Booking Client Appointments
• Build a lasting relationship with all Clients and Stakeholders

This role is of key importance to the business and the successful candidate will have a minimum of 1 years experience within secretarial and or administrative role/s within a fast-paced Client facing environment. You must have a great telephone manner, be well presented and have excellent organisational skills.