Close Brothers Careers – Client Service Executive

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

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