08 Apr 2019

Account Executive -Pensions & Savings

Ref 30077

A leading wealth management group is looking to recruit an Account Executive to join their Pensions & Savings team, to provide excellent and timely customer service to a portfolio of clients of varying complexity where the role holder will need to assist the clients in finding solutions and respond to their queries.

The role holder will  build relationships with clients and introducers and coordinate and maintain the required Client Due Diligence (CDD) documentation for each client type.

Applicants must have good organisation skills and accuracy, the ability to set priorities and meet deadlines, the ability to provide high quality customer services, professional, client focused approach and have previous customer services experience in an international environment.

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