Client Service Executive Administrator

Artemis Clarke Ltd; Ipswich; On-site; GBP 21,000 - 27,000; Full time

Job summary

Artemis Clarke Ltd in Ipswich is seeking a Client Service Executive Administrator to support our Business team with a keen eye for detail and a proactive attitude. The role focuses on client communications, document preparation, and diary management for adviser meetings.

You will handle letters, reviews, post, room bookings, and Salesforce updates, ensuring smooth service interactions for clients and advisers in a busy office environment.

Responsibilities

• Letter of Authority process from start to finish
• Meet and communicate with Advisers as required to obtain regular updates for all in-progress work
• Answer incoming telephone calls and deal with clients' queries
• Booking client annual review meetings and producing meeting prep
• Creating annual review letters and packs, sending to clients post-meeting
• Chasing Advisers for handover documents when out of SLA
• Completing fund switches and ISA withdrawals
• Sending meeting confirmations to clients
• Weekly Adviser diary checks and producing weekly Salesforce annual review reports
• Creating and updating prospects on Salesforce
• Client birthday and Christmas card coordination, and client gift ordering
• Event planning and coordination, stock ordering and property checks
• Meeting and greeting clients for on-site meetings, including car parking arrangements
• Managing booking of meeting rooms, and handling incoming and outgoing post

Job description

Client Service Executive Administrator

Our client is looking for a Client Service Executive Administrator for their existing Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with good attention to detail.

Key Responsibilities

• Letter of Authority process from start to finish


• Meet and communicate with Advisers as required to obtain regular updates for all in-progress work


• Answer incoming telephone calls and deal with clients' queries


• Booking client annual review meetings and producing meeting prep


• Creating annual review letters and packs, sending to clients post-meeting


• Chasing Advisers for handover documents when out of SLA


• Completing fund switches and ISA withdrawals


• Sending meeting confirmations to clients


• Weekly Adviser diary checks and producing weekly Salesforce annual review reports


• Creating and updating prospects on Salesforce


• Client birthday and Christmas card coordination, and client gift ordering


• Event planning and coordination, stock ordering and property checks


• Meeting and greeting clients for on-site meetings, including car parking arrangements


• Managing booking of meeting rooms, and handling incoming and outgoing post