Client Executive
Postaladdress Uk, Whiteley, Fareham
Client Executive
Salary not available. View on company website.
Postaladdress Uk, Whiteley, Fareham
- Full time
- Permanent
- Onsite working
Posted 2 days ago, 22 Apr | Get your application in today.
Closing date: Closing date not specified
Job ref: b4bcda6d8df74135a26c249a161f6e2e
Location ref: Whiteley, Fareham
Full Job Description
As a Client Executive, you will be the main point of contact for both advisers and their clients, ensuring a seamless experience from start to finish. Your role will focus on delivering excellent client service, managing relationships, and coordinating with internal teams to ensure requests and reviews are handled efficiently.,
- Provide day-to-day support to financial advisers.
- Act as the first point of contact for client enquiries.
- Build and maintain strong client relationships.
- Oversee diary management, meeting bookings, and appointment scheduling.
- Assist in client meetings and keep records up to date.
- Ensure advisers are informed of client communications and requests.
- Liaise with internal teams to support adviser pipelines.
Are you organised, proactive, and client-focused? Do you thrive in a fast-paced environment where relationship management and attention to detail are key? If so, we would love to hear from you., Strong organisational and multitasking skills. - Excellent verbal and written communication.
- Confidence in liaising with clients and advisers.
- Proficiency in Outlook, Microsoft Office, and CRM systems.
- A proactive and detail-oriented approach.
- A team player who thrives in a client-focused environment.
Hybrid working: 3 days in the office, 2 days wherever you work best