Case progression and client service executive Work, Jobs in Acocks Green, Wmd (with Salaries)

Case progression and Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £300,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Case Progression Officer/ Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £30,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Legal Marketing Executive
Gilani & Co Solicitors —Birmingham
- £42,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Business development
Quick apply
Debt Recovery Executive
Talbots Law Ltd —Brierley Hill
- Up to £30,000 a year
- Full-time
- Microsoft Word
- English
- Microsoft Office
- Profit sharing
- Health & wellbeing programme
Quick apply
Digital, Data and Technology, Senior Internal Auditor
Government Internal Audit Agency —Birmingham
- £52,700 - £60,948 a year
- Part-time
- Presentation skills
- IT
- Annual leave
- Employee discount
Commercial Account Handler
Howden Group Holdings —Shirley
- Full-time
- Hybrid work
- Employee discount
7d
Residential Conveyancer
Eventus Recruitment Group —Sutton Coldfield
- £40,000 - £55,000 a year
- Monday to Friday
- Hybrid work
- Sales
- Organisational skills
- Financial services
- Employee assistance programme
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GloverPriest —Birmingham
- Team management
- IT
- Leadership
Bid & Sales Enablement Executive
PIB Group Services Ltd. —Birmingham
- Up to £45,000 a year
- Microsoft Powerpoint
- Sales
- Organisational skills
Quick apply
7d
Private Client Solicitor
Eventus Recruitment Group —Kidderminster
- £0.01 a year
- Hybrid work
- Financial services
- Communication skills
- Annual leave
- Employee assistance programme
Employment PSL
HCR —Birmingham
- Presentation skills
- Communication skills
- Annual leave
- Gym membership

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Case Progression Officer/ Client service executive
Atwal Wealth Management —Solihull
Ability to work independently as well as part of a team in a fast-paced environment. Comfortable working in a fast-paced environment where priorities shift.
£24,420 - £30,000 a year
Quick apply
Digital, Data and Technology, Senior Internal Auditor
Government Internal Audit Agency —Birmingham
Consequently, the contractual location must be selected from those advertised and be within a reasonable daily commuting distance from the employees home…
£52,700 - £60,948 a year

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case progression and client service executive jobs near acocks green, wmd

Case progression and Client service executive

Atwal Wealth Management
Solihull

Quick apply

Job details

Part-time | Full-time | Apprenticeship
£24,420 - £300,000 a year

Benefits

Free parking
On-site parking

Qualifications

Customer service
Microsoft Office
Administrative experience
Analysis skills
Case management
Organisational skills
Communication skills

Full job description

Overview

We are seeking a dedicated and detail-oriented Case Progression and Client Service Executive to join our dynamic team. This role involves managing case workflows efficiently while delivering exceptional customer service to clients. The successful candidate will play a vital part in ensuring timely case resolution and maintaining strong client relationships through organised administrative support and analysis skills. This position offers an excellent opportunity for individuals looking to develop their career within a professional environment that values organisation, communication, and analytical thinking.

Responsibilities

Manage the progression of cases from initiation through to resolution, ensuring adherence to deadlines and procedural standards
Act as the primary point of contact for clients, providing professional and courteous assistance at all times
Analyse case data to identify trends, potential issues, or areas for process improvement
Maintain accurate and up-to-date records of all client interactions and case developments within organisational systems
Coordinate with internal teams to facilitate case progression and ensure seamless communication across departments
Provide administrative support including scheduling meetings, preparing reports, and managing documentation
Monitor case statuses regularly and follow up proactively to ensure timely resolution
Assist in developing and implementing client service strategies to enhance overall satisfaction

Requirements

Proven organisational skills with the ability to manage multiple cases simultaneously in a fast-paced environment
Strong analysis skills to interpret data effectively and contribute to process optimisation
Excellent customer service skills with a professional approach to client interactions
Previous administrative experience is preferred, demonstrating competence in record keeping and office procedures
Exceptional communication skills, both written and verbal, with an emphasis on clarity and professionalism
Ability to work independently as well as part of a team, demonstrating flexibility and problem-solving capabilities
Proficiency in organisational software such as MS Office Suite or specialised case management systems is desirable

This role is ideal for motivated individuals eager to contribute to a professional setting while developing their expertise in case management and client relations. This is a highly compliant role working in the financial services industry.

Case Progression

Own a portfolio of client cases end-to-end
Track all outstanding actions across providers, clients, and internal teams
Proactively chase providers for updates and resolution
Identify and escalate blockers early
Ensure cases move steadily toward completion without delay

Client Communication

Provide timely updates to clients at key stages
Request outstanding documentation clearly and promptly
Ensure clients understand next steps and timeframes

Compliance Support

Ensure all required documentation is complete and accurate before submission
Support preparation of files for compliance review
Address compliance queries quickly and thoroughly

Internal Coordination

Liaise with advisers and administrators to ensure tasks are completed on time
Maintain accurate case status updates in CRM systems
Highlight risks or delays immediately

What Success Looks Like

Cases do not sit idle in the system
Providers are chased consistently and effectively
Clients receive timely updates without prompting
The Managing Director is not required to chase operational tasks
Increased number of cases completing each month
Reduced backlog and improved cashflow timing

About You

We are looking for someone who is:

Highly organised and persistent
Comfortable chasing people professionally and repeatedly
Naturally proactive rather than reactive
Calm under pressure
Detail-focused with strong follow-through
Comfortable working in a fast-paced environment where priorities shift

Pay: £24,420.00-£300,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

case progression and client service executive jobs in acocks green, wmd

Case progression and Client service executive

Case Progression Officer/ Client service executive

Legal Marketing Executive

Debt Recovery Executive

Digital, Data and Technology, Senior Internal Auditor

Commercial Account Handler

Residential Conveyancer

HEAD OF CONVEYANCING

Bid & Sales Enablement Executive

Private Client Solicitor

Employment PSL

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