Client Services Executive

Company : Recruitment22

Job Description - Client Services Executive

Client Services Executive - £30,000 to £35,000 – Bury

The company is an award winning Independent Financial Advisers, based in Bury who have a keen commitment to the local community. They have their own Charitable Foundation and support other local charities too. They are particularly keen on continuous improvement, so all employees have the opportunity to pass the Diploma in Regulated Financial Planning and work towards becoming Paraplanners and/or Advisers.

As a Client Services Executive you will manage the administration of a portfolio of client’s investments.

The main tasks/responsibilities

Process letters of authority
Gather data and prepare written summaries for advisers
Prepare client files for advisers
Work on member cases and perform both manual and automated calculations
Answer member queries and liaise directly with the clients
Perform pensions calculations, both manual and computerised.
Enter pensions data and answer enquiries to the required standard using automated and non-automated manual/system processes
Maintain databases, inputting data and ensuring information keyed is correct
Create and maintain client or internal company records, ensuring all client files are up to date and recorded on the system and internal records are accurate and maintained
Produce reports and illustrations as required
Carry out research and due diligence checks.
Liaise with clients and third parties as necessary to process client requirements
Send forms out to the client and follow up/ checking forms on return
Chasing any outstanding documents or information
Send documentation to providers or process online
Assisting in the preparation of client files & presentations
Assisting the paraplanning and adviser teams in updating scheme documents and fee agreements.
Fee receipt and management duties
Administration and collation of group risk renewals
Provide general office administration services particularly telephone answering services
Adhere to all company policies, procedures and business ethics codes to ensure a professional and consistent company image is upheld

Required experience includes

Sound working knowledge of the Financial services industry as a whole - Desirable
Occupational pensions administration and group risk experience – Desirable
A good foundation of technical pensions knowledge – Desirable
Excellent communication skills and ability to build and maintain effective relationships

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Client Services Executive

Job Description - Client Services Executive

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