Client Services Executive
1 month ago
Role Duties Include:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers
- Acting as the first point of contact to clients; dealing promptly and efficiently with client’s queries
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our client
- Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks
Requirements
- A minimum of 1 year experience working in an administrative position
- Degree or Masters level in Business/Finance related area
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
- Excellent attention to detail
- Excellent organisational skills
BenefitsOn offer is a competitive salary and benefits package with the opportunity to join a well-established brand.
Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
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