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Kayman Recruitment
London, England, United Kingdom
Client Services Executive Spittlefields, E1 Up to £40,000 DOE + Comms ? ℎ ? ℎ , ℎ ? Kayman Recruitment are partnering with an Independent Recruitment business, specialising in Education, FMCG, Construction and Professional Services who are looking for a CSE who can work with their Clients, maintaining and building business going forwards. Gr
Job Source: Kayman RecruitmentPage Personnel Finance
London
The Client Services Executive role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork. Client Details The client is a forward-thinking financial planning business based in the City of London. T
Job Source: Page Personnel Finance808 Group
London Area, United Kingdom
Our client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses. As an In-Life Client Services Executive you will be the first point of contact for existing clients, assum
Job Source: 808 GroupIDEX Consulting Ltd
London
With both Madonna and Lewis Capaldi cancelling parts of their Tours over the last year, have you ever wondered what the insurance risk is for these cancellation or no-shows to events? If so, I've got the perfect role for you!I am working with a client who is looking for an account handler to join their fast-paced, dynamic Entertainment team based i
Job Source: IDEX Consulting LtdInsure Recruitment Ltd
hertfordshire, england, United Kingdom
An unmissable opportunity to drive a thriving business and boost your career This is an exciting, unmatchable opportunity to leverage your experience and skills to turbocharge a thriving commercial broking business, and carve your own rewarding and limitless career path. This exceptional newly-created role, offers a dynamic, ambitious and well-co
Job Source: Insure Recruitment LtdToucan
London, England, United Kingdom
The role in a nutshell: As a Client Executive you will be responsible for managing client relationships and executing digital strategies across a variety of categories, predominantly through the Amazon platform. Your role will be centred around building long term relationships with our clients, advising and executing marketing strategies based on a
Job Source: ToucanHays Specialist Recruitment Limited
London
Your new company Your new company is proud to be a smaller niche independent established by Lloyd's Broker based in the heart of the City and with offices across the world. They have offices in more than 15 countries and over 200 staff worldwide, specialising in unique insurance solutions. The business has expanded, and they deal with specialist c
Job Source: Hays Specialist Recruitment LimitedIDEX Consulting Ltd
London
Are you an experienced Marine Underwriting Assistant, Claims Professional or Technician who would be interested in joining a hugely dynamic, highly successful Marine Cargo Broking team? You'll be part of a very steady team and your team mates will be mixed ages and experience levels. A real solid division which are going from strength to strength,
Job Source: IDEX Consulting LtdLondon
The purpose of the Client Service Executive position is to provide administrative support to their financial advisers, with an opportunity to develop your role and career within the business.
Client Details
The financial services client based in the City of London is a modern dynamic financial planning business offering a telephone-based service to retail clients across the UK. The clients financial planning service covers pensions, wealth management, ISA's and Investment Bonds and we are proud of our reputation as a client-centric business that continuously strives to provide a 'best of breed' service.
Description
The key duties for the Client Service Executive are as follows:
*Creating client opportunities for annual reviews on our CRM system.*Generating investment review reports on provider platforms and sending to clients*Inputting investment details into our CRM system, generating and checking the annual review report figures and sending to clients.*Managing clients over the phone to book appointments with financial advisers and dealing with non-advice queries and issues.*Managing the incoming email enquiries from clients.*Preparing investment transfer paperwork, liaising with clients to obtain signatures, and submitting to the relevant
Profile
The requirements for the Client Service Executive are as follows:MUST HAVE PENSIONS EXPERIENCE
Job Offer
Competitive salary of £28,000-£30,000 per annum plus bonus
Full benefits package and study support
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