Client Services Executive

Heat Recruitment
18000.00 - 25000.00 GBP Annual
10 Jul 2019
31 Jul 2019
Job Type
Contract Type

Client Services Executive

Location: Birmingham

Salary: GBP18,000 - GBP25,000

This is an exciting opportunity to join the telephone team at a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.

The Opportunity

  • Regular contact calls to clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment
  • Meet personal referral targets with a view to providing fee generating referrals to other parts of the business supporting business growth
  • Support client uplift initiative by identifying clients on incorrect service propositions
  • Support sales initiatives to identify and engage with clients to increase revenue for the business
  • Provide an efficient inbound/outbound call service to clients, taking ownership of the client journey and providing suitable outcomes including efficient handover to the relevant departments
  • Ensure accurate collation of client information and maintain up to date client records, enabling ease of ongoing client communication and meeting GDPR requirements
  • Ensure effective storage of all client documentation in line with GDPR

What's needed to be considered

In order to be considered for this unique opportunity, candidates need to have -

  • Experience of working in a telephone-based environment
  • Working to challenging targets
  • Strong customer service background
  • Knowledge of working within the IFA marketplace
  • Platform knowledge is desirable but not essential

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive GBP200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support