24 May 2023

Client Services Executive

Ref 36059

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

Key duties:

  • Assisting with managing the team's portfolio.
  • Mentoring and supporting junior members of staff.
  • Ensuring all client queries are dealt with efficiently.
  • Regular calls with brokers and clients to ensure renewals, quotes, general administration, and claims handling are completed quickly, accurately and in a timely manner.
  • Maintaining and building excellent relationships with brokers and clients.
  • Preparing and reviewing policy schedules ready for signing.

The desirable candidate will ideally have financial services operational experience, or a technical qualification, whilst having good communication and problem-solving skills. They should have a natural way with clients and a willingness to help and support the team.


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