Client Services Executive

Advantage Resourcing
£28k - £30k pa
02 Dec 2016
Job Sector
Finance & Banking
Contract Type
Full Time
This Leading Investment Management Services Company is looking for a Client Services Executive to provide telephone and email support to their clients: Wealth Managers, their support staff and occasionally underlying investors.

Responsibilities include but are not limited to:

-Administer the Client Services Helpline and e-mail inbox, used primarily by Wealth Managers and their support staff for general operational procedural queries.
-Provide support to Wealth Managers on the range of systems available including portfolio enquiry and trading tools used to administer investor accounts
-Assist Wealth Managers in activating and administering client logins for the online valuation system.
-Place trades for investors who cannot reach their Wealth Manager on an execution only basis.
-Act as a point of contact for investors who no longer have a Wealth Manager until the account is closed.
-Monitor the guidance documents available to Wealth Managers ensuring content is accurate, comprehensive, complete and consistent.
-Provide guidance to Wealth Managers on set procedures and ensure a timely resolution
-Communicate distribution dates for the quarterly valuation reports.
-Answer queries on tax and valuation reports, either autonomously or where necessary with internal teams and Pershing.
-Distribute specific database reports containing Management Information and other data to offices each week, month and quarter
-Monitor Pershing performance, noting unacceptable levels of service and escalate as required

The successful candidate is likely to have:

-Experience in the UK Financial Services industry with client facing experience in the Investment sector
-Working knowledge of Microsoft packages, especially Word and Excel
-Excellent customer service and communications skills
-Organised and efficient
-Commitment to team work

If you are interested in the role and feel you are suitable please submit your CV.

Advantage Resourcing is a service driven recruitment consultancy.