Client Services Executive

Novia Financial plc; Greater London; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

5% Pension

Sick pay

Medical cashback

Death in service

26 days leave

Voluntary benefits

Job summary

Craven Street Wealth is seeking a highly motivated Client Services Executive to support the growing Client Services team. You will collaborate with financial planners and colleagues to process new and existing business, and maintain accurate client records.

The role is full-time and permanent, with exploring flexible working patterns. You will engage in client administration, meetings, correspondence, and liaison with providers to ensure exemplary service.

Qualifications

• Proficiency in Microsoft Office Suite is essential.
• Experience with Intelliflo is preferred.
• Excellent verbal and written communication skills are required.

Responsibilities

• Build and maintain strong client relationships.
• Understand client needs to provide appropriate administration support.
• Provide excellent client experience and handle queries.
• Organise client meetings for financial planners.
• Write templated letters to clients and maintain records in Intelliflo.
• Liaise with product providers and third parties as needed.
• Collaborate with internal teams to ensure client satisfaction.

Skills

Microsoft Office Suite

Intelliflo

Communication skills

Education

A Level or equivalent ( Maths and English GCSE grade B/5 or above )

Tools

Intelliflo (CRM)

Job description

Craven Street Wealth are award winning Independent Chartered Financial Planners and Wealth Managers with offices across London and the South of England.

The highest quality financial advice is provided to individuals, families, and businesses. This often involves working alongside other professionals to assist clients in making confident well-informed decisions to achieve their personal, financial business goals.

We recognise like our clients, every colleague has unique skills and experience. Our 100 strong team work together remotely and from regional offices in a variety of roles.

Core principles based on developing a high level of expertise, using this to create tailored solutions and striving to innovate guides how we work to collectively deliver the very best client service.

Our hardworking and ambitious team are proud of their accreditations earned and industry recognition, also holding a genuine interest in wider social and environmental issues which is reflected in always operating ethically and responsibly.

A highly motivated Client Services Executive to join our growing Client Services team. They will be working in collaboration with financial planners and other colleagues to provide administration support in processing new and existing business for our clients.

This is a full-time, permanent role. However, if you require some flexibility, we are open to having a chat about different working patterns.

Key Responsibilities:

Client administration

• Building and maintain strong client relationships
• Understanding client needs to provide appropriate administration support
• Provide excellent client experience
• Handle client queries, resolving issues and escalating complex matters as appropriate.
• Organise client meetings for financial planners.
• Write templated letters to clients acting on advice, written instructions from client meetings or ad-hoc requests
• Create and maintain accurate client records on Intelliflo in line with company procedures and policies
• Liaise with Product providers and other third parties where appropriate

Collaboration with Stakeholders

• Collaborating with other internal teams to ensure client satisfaction is met.
• Participating in team meetings and support other team members where appropriate.

Experience/Qualifications

• Ideally educated to at least A Level or equivalent standard. To include Maths and English GCSE grade B or Grade 5 or above

Skills and Knowledge:

• Proficiency in Microsoft Office Suite
• Experience in Intelliflo preferred
• Able to work within a defined business process.
• Ability to achieve agreed outcomes without supervision.
• Ability to work independently or in a team.
• Detailed and accurate.
• Organisational, prioritisation and time management skills.
• Excellent verbal and written communication skills.

• 5% pension contribution
• Occupational sick pay
• Medical cashback plan
• Death in service cover
• 26 days leave - in addition to bank holidays
• A range of voluntary benefits.