Our client a leading Wealth Management firm are currently looking to hire a Client Services Executive to join their team. The successful candidate will have great communications skills and attention to detail.Role Duties Include:
1. The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers
2. Acting as the first point of contact to clients; dealing promptly and efficiently with client's queries
3. Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our client
4. Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks
Requirements
5. A minimum of 1 year of experience working in an administrative position
6. Degree or Masters level in Business/Finance related area
7. A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
8. Excellent attention to detail
9. Excellent organisational skills