Client Services Executive
Birmingham
£ Salary negotiable
Reed Financial Services are partnering with a Wealth Management Firm seeking a Client Services Executive to join their team. This role is integral to providing high-quality administration and client service support within the financial services sector. The ideal candidate will have a strong understanding of compliance requirements and a commitment to maintaining professional and ethical standards.
Job Type: Full-time
Location: Birmingham
Salary: negotiable upon experience
Day to Day of the role:
Carry out all interactions with customers professionally and courteously.
Conduct product and market research to support client service activities.
Maintain accurate documentation and ensure compliance with company procedures.
Keep up to date with product, legislative, and technical changes relevant to the role.
Perform general administration tasks for Life, Investment, and Pensions, including processing applications and policy variations.
Update and maintain trackers/spreadsheets as required.
Liaise with clients, solicitors, accountants, and providers effectively.
Address administration enquiries and provide training and mentoring to apprentice staff.
Prepare and oversee platform transactions and withdrawals.
Generate and present quotations for life, investment, and pension products.
Ensure all files are compliant and maintain nec...