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Client Services Executive

Location
Chester, Cheshire
Salary
£20,000 to £27,000
Job Type
Permanent
Posted
6 Sep 2022

OVERALL SUMMARY

The role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSE's responsibility is to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner.

RESPONSIBILITIES

  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely client data entry onto and third party platforms/systems to specified Service Level Agreements
  • Adherence to Client Service procedures
  • Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
  • Preparing meeting packs, annual review packs and valuations for client appointments
  • Call management/client contact
  • Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
  • Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
  • General ad hoc duties as required by the Practice or assigned by the Client Service Manager
  • Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:

  • Previous financial services experience is preferable
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of initiative
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Details

  • Job Reference: 705439414-2
  • Date Posted: 6 September 2022
  • Recruiter: Nelson Scott LLP
    Nelson Scott LLP
  • Location: Chester, Cheshire
  • Salary: £20,000 to £27,000
  • Sector: Call Centre / Customer Service
  • Job Type: Permanent