Client Account Support Executive

Milton Keynes
parking+pension+31days hols
23 Feb 2018
23 Mar 2018
Contract Type
Full Time
We are recruiting for a Client Support Executive to work for this award winning financial services company that is experiencing amazing business growth along with a fantastic working environment and career path.

If you are a great communicator both verbal and written, well presented, a great team player and a proven Customer Care/ Account management work experience for at least 1 year + and are educated to ideally A level inc grade C in GCSE Maths and English and are looking for a long term stable career in the Financial Services sector then read on!

You will have great people and interaction skills, along with excellent attention to detail, organisational and IT skills, and we could have a great career opportunity for you as a Client Support Executive working for this leading Financial Services Company in Milton Keynes.

Salary: GBP18-22,000 depending on experience etc

Benefits: pension, parking, full training support

Hours: Mon-Fri 830am -5.15pm (early finish Fridays)

Holidays: 20 days plus 8 days bank holidays AND Christmas to New Year off in addition to holiday allowance

Scope of the Job
A client support manager provides an excellent ongoing non-advised service and maintains high
client satisfaction to their client bank. You will also be expected to aid others in the office to help
manage workload.

Reports To: Senior Client Support Manager, Operations Manager

Key Responsibilities

Manage all clients in your client bank, performing tasks such as:

Creating Annual Review Reports accurately
Creating Valuations
Performing fund switches on client portfolios
Maintaining regular contact with clients via phone calls, email and letters
Sitting on Review Meetings with your clients as well as actioning any outcomes
Looking for potential opportunities for further services that can be offered to clients
Dealing with client queries in the expected time frame
Build a strong relationship with your client bank
To perform any tasks within an acceptable timescale as set out by the Operating Model, as well as being able to self-prioritise tasks for clients
Maintaining client records and tasks completed on the back-office system as evidence of good practice
Transparency with your team members and Senior Client Support Managers when support and guidance is required
Be enthusiastic towards your self-development. This will include taking an interest in financial and political news, the markets and reading material such as weekly/monthly financial magazines sent to the company, as well as material sent to the client by our providers. Will be taking relevant qualifications to further develop themselves.
Maintain a strong relationship with your client bank, enabling you to report to Advisors on areas to consider exploring.
General Responsibilities

Performing your responsibilities while adhering to the minimum standards of quality and time scales set out in the Operating Model for the company
Assisting the rest of the office with their tasks to help manage workload
Be a good team worker, as well as flexible, demonstrating commitment to the organisation and its team members
Maintain confidentiality regarding clients and business practices
This is a very professional, well presented and award winning company so if you want to be part of the best and grow your career with them, then please send your CV to James Newbury Appointments now, we look forward to hearing from you.

If you do not hear back from us I am sorry but you have not been shortlisted on this occasion but thank you for applying and wish you well in your job search