Job Description

Client Services Executive



Aim and purpose of role



To support the Structured Investments team in delivering high standards of customer service and efficient administration.

Specific duties



Responding to all queries by clients and financial advisers within agreed time frame and in adherence with quality and compliance standards. Processing new applications for our suite of products and tracking to completion. Monitoring and chasing any outstanding documentation if required. First point of reference (after adequate training provided) for handling all inbound telephone calls from investors, IFAs or any third parties, providing excellent customer service. Inputting data and maintaining client database in an orderly and comprehensive manner. Responsible for processing stock transfers, transfer of agency requests and general administrative tasks. Ensuring the highest degree of care and accuracy when issuing Client and IFA correspondence by post or email. Ability to effectively manage and prioritise own workload. Providing general support to the team and management. Working on ad hoc projects from time to time

Other requirements (what experience and skill that one needs to perform this role)



Skills

Highly organised Confident and articulate Ability to work under pressure and adhere to given deadlines Positive and enthusiastic team member with ability to work on own initiative or part of wider team. Numerate Excellent attention to detail * Excellent working knowledge of Microsoft Office Applications; Word, Excel, Outlook