Client Services Executive - City, Edinburgh, United Kingdom, EH1

£20-25k

A very successful and large financial planning and investment provider has an excellent opportunity for a Client Service Executive to join their Edinburgh office.

The successful candidate will supports advisers and clients alike in their goals offering Adviser and Client Support for both new business and client servicing.

Main Duties:

  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely client data entry onto platforms/systems to specified Service Level Agreements
  • Ongoing client communication regarding meetings, arranging appointments and diary management
  • Preparing meeting packs and Valuations for client appointments
  • Call management/ Client contact
  • Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Checking new business paperwork, banking cheques, scanning and archiving documents
  • Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
  • Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
  • Task and workflow management on back office system

Requirements:

  • 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

If you would like to apply for this vacancy, please contact