Client Services Executive - Wealth & Planning Support

Wealthtime; Oxford; Híbrido; NZD 45 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

5% pension contribution

Occupational sick pay

Medical cashback plan

Death in service cover

26 days leave - in addition to bank

A range of voluntary benefits.

Resumo da oferta

Craven Street Wealth seeks a highly motivated Client Services Executive to join our growing Client Services team. They will collaborate with financial planners and colleagues to provide administration support for new and existing business for our clients.

This is a full-time, permanent role with openness to different working patterns. You will build strong client relationships and coordinate with providers to ensure a seamless client experience.

Qualificações

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

Responsabilidades

• Build and maintain strong client relationships
• Understand 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 or ad-hoc requests
• Create and maintain accurate client records on Intelliflo in line with procedures
• Liaise with product providers and third parties as appropriate
• Collaborate with other internal teams to ensure client satisfaction
• Participate in team meetings and support other team members where appropriate

Conhecimentos

MS Office

Intelliflo

Process-driven

Independent worker

Team player

Attention to detail

Communication

Formação académica

A Level or equivalent English/Maths GCSE B or 5

Descrição da oferta de emprego

Craven Street Wealth seeks a highly motivated Client Services Executive to join our growing Client Services team. They will collaborate with financial planners and colleagues to provide administration support for new and existing business for our clients.

This is a full-time, permanent role with openness to different working patterns. You will build strong client relationships and coordinate with providers to ensure a seamless client experience.