Client services executive Work, Jobs in Stevenage, Hrt (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Employability Growth Executive
Reed In Partnership —Stevenage
- £31,500 - £36,500 a year
- Full-time
- Presentation skills
- Travel
- Annual leave
- Flexible schedule
Part-time Receptionist
Hamilton Davies LLP —Stevenage
- £12.71 - £13.10 an hour
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
Quick apply
12d
Client Services Executive
Creative Car Park Ltd —London
- £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Quick apply
3d
HMPPS Area Staff Support and Wellbeing Lead - South East and Eastern
Ministry of Justice —Bedford
- £57,580 - £60,000 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Travel
- Annual leave
7d
Account Executive
Gerson Relocation Ltd —Welwyn Garden City
- £35,000 - £40,000 a year
- Full-time
- Microsoft Powerpoint
- Management
- Salesforce
- Free parking
- Employee discount
Quick apply
11d
Area Sales Executive
WeBuyAnyCar —Stevenage
- £28,200 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
Senior Account Executive, Customer Engagement UK & Ireland
Hilton —Watford
- Full-time
- Hospitality
- Microsoft Excel
- Hotel
- Employee stock purchase plan
- Annual leave
6d
Field Sales Executive
Personal Group —Watford
- £28,800 - £42,000 a year
- Full-time
- No experience needed
- Travel
- Life insurance
Quick apply
Inside Sales / Telesales
Definitive —Stevenage
- £28,000 - £30,000 a year
- Full-time
- Microsoft Office
- Computer networking
- IT
Quick apply
Head of Communities and Prevention Services
DENS —Hemel Hempstead
- £55,000 a year
- Full-time
- Management
- In-person
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
2d
Account Executive Hilton Direct UK&I
Hilton —Watford
- Full-time
- Sales
- Microsoft Office
- Hotel
- Employee stock purchase plan
- Annual leave
9d
New Business Executive
XCEL CONCEPTS —Stanmore
- £25,000 - £35,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Work from home
Quick apply
Multi-Channel Marketing Apprentice ( 23k - 27K)
APPRENTIFY GROUP —Stevenage
- £23,000 - £27,000 a year
- Full-time
- English
- Communication skills
13d
Senior Mobile Paediatric Complex Needs Speech & Language Therapist, South Herts/Beds/Harrow
The Mosaic Practice —Knebworth
- £65 - £85 an hour
- Part-time
- Bachelor's degree
- In-person
Quick apply
5d
Retail Branch & Transfer Manager
WeBuyAnyCar —Hitchin
- £16,920 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Welwyn
- £3,800 a month
- Full-time
- Sales
Quick apply
Global Relocation Executive
Gerson Relocation Ltd —Welwyn Garden City
- £35,000 - £40,000 a year
- Full-time
- Customer service
- Organisational skills
- In-person
- Free parking
- Employee discount
Quick apply
11d
Business Development Executive
Harman Retail Ltd —Saffron Walden
- £31,000.00 - £43,912.99 a year
- Full-time
- CRM software
- Sales
- Data analysis skills
Quick apply
8d
Operations & Office Administrator
Energise Energy Solutions —Bedford
- £27,500 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Administrative experience
- Human resources
- Free parking
- Annual leave
11d

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Client Services Executive

AFH Financial Group -
Bishop's Stortford

Apply Now

Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office
Financial services

Full job description

Client Services Executive - Wealth Management

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business in our Bishop's Stortford office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits.

This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

Key Responsibilities as our Client Services Executive will include:

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we are looking for in our ideal Client Services Executive:

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection.
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook.
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude.
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Benefits of working for AFH Wealth Management:

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today. We look forward to hearing from you!

Apply Now

Refine Your Search

client services executive jobs in stevenage, hrt

Client Services Executive

Employability Growth Executive

Part-time Receptionist

Client Services Executive

HMPPS Area Staff Support and Wellbeing Lead - South East and Eastern

Account Executive

Area Sales Executive

Senior Account Executive, Customer Engagement UK & Ireland

Field Sales Executive

Inside Sales / Telesales

Head of Communities and Prevention Services

Account Executive Hilton Direct UK&I

New Business Executive

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Senior Mobile Paediatric Complex Needs Speech & Language Therapist, South Herts/Beds/Harrow

Retail Branch & Transfer Manager

JUNIOR SALES ADVISOR

Global Relocation Executive

Business Development Executive

Operations & Office Administrator

I want to receive the latest job alerts for client services executive in stevenage, hrt

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