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Reed
Coventry
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
Job Source: ReedReed
Birmingham
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
Job Source: ReedKatie Bard
Birmingham, West Midlands (County)
An exceptional law firm based in Birmingham City Centre with stunning offices are seeking a Client Services Executive on a full time, permanent basis. Previous experience within hospitality or events would be beneficial for this role as well as excellent communication skills and an ability to build strong working relationships both with clients and
Job Source: Katie BardReed
Coventry
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
Job Source: ReedKatie Bard (Angela Mortimer Plc)
Birmingham
An exceptional law firm based in Birmingham City Centre with stunning offices are seeking a Client Services Executive on a full time, permanent basis. Previous experience within hospitality or events would be beneficial for this role as well as excellent communication skills and an ability to build strong working relationships both with clients an
Job Source: Katie Bard (Angela Mortimer Plc)Montpellier Resourcing
Birmingham
Hybrid working available! Up to £45,000 plus bonus and benefits Are you ready to embark on a thrilling journey with a rapidly growing boutique Investment House ? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment M
Job Source: Montpellier ResourcingProactive Personnel Ltd
Burntwood
Duties: Demonstrate excellent customer service and sales skills, placing the company at the heart of every interaction.Efficiently handle telephone inquiries, demonstrating professionalism and a customer-centric approach.Client relationships to drive business growth.Exhibit a passion for customer-centric roles and maintain a target-driven mindset.D
Job Source: Proactive Personnel LtdProactive Personnel Ltd
Burntwood
Duties: Demonstrate excellent customer service and sales skills, placing the company at the heart of every interaction. Efficiently handle telephone inquiries, demonstrating professionalism and a customer-centric approach. Client relationships to drive business growth. Exhibit a passion for customer-centric roles and maintain a target-driven minds
Job Source: Proactive Personnel LtdBirmingham
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 necessary compliance documents.
Manage Group Scheme Renewals and Auto Enrolment schemes, providing ongoing support.
Required Skills & Qualifications:
Detailed knowledge of the firm’s administration and client service requirements.
Understanding of advice provision in a compliant manner as detailed in the firm’s compliance manual and procedures.
Familiarity with Financial Services and Markets Act 2000 and relevant FCA rules.
Proficiency in general administration, technical knowledge, and qualifications for the job role.
Experience with back-office systems, preferably IO, and working knowledge of EIM platforms.
Ability to maintain CPD and record it accurately.
Benefits:
Competitive salary based on experience and qualifications.
Opportunities for career growth and professional development, including the potential to work towards IFA status.
Collaborative and supportive team environment.
Contributory pension scheme.
To apply for the Client Services Executive position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Email Alert for Client Services Executive jobs in Birmingham
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