Saturday , January 28 2023

Close Brothers Careers – Client Service Executive

Website Close Brothers

Job Description:

The role of CSE supports advisers and clients alike in their goals offering Adviser and Client Support for new business and client servicing

<

Job Responsibilities:

  • Accurate and timely client data entry onto CBAM and Third party platforms/ systems to specified Service Level Agreements
  • Ongoing client communication regarding meetings, arranging appointments and diary management
  • Preparing meeting packs and Valuations for client appointments
  • Call management/ Client contact
  • Checking new business paperwork, banking cheques, scanning and archiving documents
  • Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion
  • Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
  • Document management – ensure documentation is scanned, saved and archived in accordance with department operating procedures
  • Task and workflow management on back office system
  • Awareness and ability to apply the CST Manual methodology and adherence to agreed Service Level Agreements
  • General ad hoc admin duties as required by the Practice or assigned by the Client Service Manager
  • Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability
  • Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation

Job Requirements:

  • Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
  • Good communication skills – verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of initiative
  • Excellent attention to detail
  • IT skills
  • Team Player

Qualification & Experience:

Job Details:

Company: Close Brothers

Vacancy Type:  Full Time

Job Location: Liverpool, England, UK

Application Deadline: N/A

Apply Here

jobsvilla.online

 Report Job