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.
