Veröffentlicht in: Finanzen in Birmingham | Verfasst am: |
We are thrilled to be partnering with our esteemed client, a leading financial services firm based in Birmingham, in their search for a dedicated Client Services Executive.
This is an exciting opportunity to join a dynamic team and play a pivotal role in delivering outstanding service to clients while ensuring compliance with industry regulations.
Location: Birmingham, UK
Salary: £25,000 - £35,000 per annum (depending on experience) + benefits package
Working Hours: Monday to Friday, 9:00 am - 5:00 pm
Key Responsibilities:
Client Interaction:
* Engage with clients in a professional and courteous manner, addressing inquiries and providing support as needed.
* Conduct thorough product and market research to enhance client interactions and provide tailored solutions.
* Maintain regular communication with clients, solicitors, accountants, and other stakeholders via various channels.
Administration:
* Process new applications and top-ups for a range of financial products, adhering to company procedures and regulatory requirements.
* Maintain accurate documentation and records for all client transactions to ensure compliance and efficiency.
* Draft and prepare correspondence in response to client and provider queries, ensuring clarity and accuracy.
Mentoring and Training:
* Provide guidance and support to junior members of the Client Service Team, fostering their professional development.
* Assist in the training of apprentice staff under the direction of the Client Services Manager, sharing expertise and best practices.
Compliance and Technical Knowledge:
* Stay abreast of relevant product, legislative, and technical changes within the financial services industry.
* Ensure adherence to the Financial Services and Markets Act 2000 and relevant FCA rules, maintaining a high standard of compliance.
* Demonstrate a comprehensive understanding of the firm’s administration and client service requirements.
Specific Duties:
* Oversee platform withdrawals, fund switches, and transactions, ensuring accuracy and regulatory compliance.
* Manage the preparation and maintenance of compliance documents and files, upholding rigorous standards.
* Support group scheme renewals and Auto Enrolment schemes, delivering ongoing assistance to members.
Requirements:
* Previous experience in a similar role within the financial services sector is essential.
* Sound knowledge of financial products such as Life, Investment, and Pensions is highly desirable.
* Excellent communication skills and the ability to build strong client relationships are essential.
* Strong organizational skills, with the ability to prioritize tasks effectively in a fast-paced environment.
* Proficiency in Microsoft Office applications and relevant administrative software is preferred.
* Relevant qualifications or a willingness to obtain them is advantageous.
* Must have Independent financial adviser experience.
If you are a proactive individual with a passion for client service and compliance within the financial services industry, we want to hear from you! Apply Now