Client Services Executive

A boutique finance firm is looking for a bright graduate to take on the role of a Client Services Executive. The successful candidate will be joining a fun and friendly team which has grown significantly in the last 5 years. The team is made up of bright, ambitious and passionate people and they have developed a non-hierarchal and meritocratic approach to their work. This is a client facing role, so some previous experience is desirable. 

Responsibilities:

• Building and maintaining relationships with HNW investors and wealth managers
• Responding to queries accurately and efficiently
• Resolving any client concerns and escalating where appropriate 
• Monitoring potential trends and identifying potential improvement plans 
• Working closely with a team of sales managers and alerting them to new sales opportunities
• Creating monthly reports for wealth managers on Excel
• Utilising the CRM to ensure all client information is accurate and up to date
• Liaising with the finance team to execute payments

What we are looking for: 

• Excellent academic record 
• Proficiency with Microsoft Word, Excel, Outlook and PowerPoint 
• Previous experience in a similar role 
• Preferably degree educated 
• Outstanding communication skills