Client Services Executive

Mark James Search Limited
20000.00 - 25000.00 GBP Annual
11 Jul 2019
31 Jul 2019
Job Type
Contract Type

Our client, a leading independent financial advisor, based in Birmingham, is currently hiring for an Client Services Executive to provide a consistently high level of service to the clients ensuring an excellent and compliant client experience of the highest possible standard.


  • Regular contact calls to clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment to the company
  • Build relationships with Connect clients with a view to create business opportunities and support business growth
  • 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 and facilitate transfer to the new Connect Service proposition
  • Support sales initiatives to identify and engage with clients to increase revenue for the business
  • Provide an efficient inbound/outbound call service to the clients, taking ownership of the client journey and providing suitable outcomes including efficient handover to the relevant departments
  • Support simplification of client communication and encourage digital interaction through promotion of the Personal Finance Portal with all clients


  • Excellent interpersonal skills.
  • Drive and ability to plan, prioritise and manage workloads
  • Ability to follow processes and procedures in a compliant manner
  • Excellent communication skills, both written and verbal.
  • Enthusiastic, positive and confident telephone manner with telesales and customer service skills
  • Attention to detail.
  • Ability to work towards and achieve monthly targets in a fast-paced telephone based environment.

This is a full time, permanent position working Monday-Friday, 09:00am-17:30pm.

Our client offers an excellent remuneration package and excellent career progression prospects.

***BEFORE APPLYING Please ensure you have had previous experience within financial services. This does not include banking.***

Please apply online to be considered.