Job Description
Client Service Executive
Glasgow
30,000 - 33,000
Are you an ambitious, proactive individual looking for the next step in your career?
How does working in an exciting Glasgow city centre with a supportive company sound?
If you have Investment Management experience, able to deal with complex files and looking for the next step in your career, then I would love to speak with you!
Search are recruiting for a Client Service Executive with a proactive approach to work and strong attention to detail to join an established firm to work on a full-time basis within the asset management sector. Our client is a well-established company with a wealth of opportunities for the ideal candidate.
Key Responsibilities:
- Handling processes within the client system as well as management of X-plan system.
- Accurate and timely client data entry onto company platforms/systems.
- Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions.
- Ensuring all new business and queries are directed to the relevant team to be processed within timely manner.
- Ensure documentation is scanned, saved and archived in accordance with department procedures
- General ad hoc duties as required.
Ideal Candidate: Qualifications, Skills and Attributes
- Previous financial services experience is preferable
- Excellent attention to detail
- Team player
- Good communication skills
- Excellent record keeping and reporting.
- Proactive nature
- Ability to multi-task
This position will suit a candidate who enjoys working in fast paced environment for a company who values them.
Please apply now or contact me on (url removed) if you need any further information.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
