Client Services Executive & Operations Associate

A leading provider of wealth services is seeking a Client Services Executive to manage a portfolio and to ensure all client queries are dealt with efficiently.

Key duties:

• Mentoring, training, and supporting junior members of staff.
• Ensuring all client queries are dealt with efficiently.
• Liaising with brokers and clients to ensure renewals, quotes, general administration, and claims payments are completed accurately, and promptly.
• Maintaining and building excellent relationships with brokers and clients.
• Resolving and claims issues.

The desirable candidate will ideally have 3-5 years' financial services operational experience, or a relevant qualification, whilst having good communication and problem-solving skills, including a good knowledge of the insurance industry and its life and disability products.

Don't miss this great opportunity and contact our team today!