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Client Support Executive

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Salary: Not Specified


Greater London, London

Job Advertiser

PCB Care
Registered: 17 Jul '14
Postings: 38
Followers: 0, Following: 0

Job Reference: 14683/002

Job Duration: Permanent

Start date: ASAP

Description:

Client Support Executive | Financial Services | Gibraltar | Competitive Salary + Benefits | Office Based | Canbe offered as a Temporary or Permanent Role



Client Support Executive required for our established Financial Services client based in Gibraltar. You will be highly flexible and adaptable as you will be required to undertake a variety of roles withinthe business such as working with Forex, investment funds, company marketing and IFA administration. If you are focussed, determined, self-motivated with a strong work ethic then we would like to see your CV. If you are a Client Support Executive and looking to take the next step in your career then this could be the role for you. Full training will be provided.



What's onoffer to you?



* Can be offered on a temporary contract or a permanent basis depending on applicant
* Competitive salary package
* Reporting to the IFA Manager on site



What You Will Be Doing



* Deliver exceptional service to newand existing clients (within standard SLA turnaround times) and provide a tailored service
* Ensure a seamless onboarding process for new clients with within our standard turnaround times
* Ensure a seamless onboarding process and renewal process forGibraltar Resident applications. Provide timely weekly Management Information on status progress of new onboarding cases
* Re-balancing Trading working as part of the wider team for rebalancing trading as and when this takes place
* First point of contact for incoming phone calls and office visitors
* Incoming client mail and outbound client mail
* Manage ongoing workflowsfor clients and ensure these are completed within SLAs
* Working as part of a team to ensure the timely completion of bulk trading
* Any other duties as requested inline with the role and the team



What You Will Need to Succeed in This Role* Computer literate
* Familiar with CRM platforms
* Industry, Product & Technical Knowledge
* Time management skills
* Organised and able to prioritise work tasks
* Positive attitude and good communication skills
* Strong work ethic* Results orientated
* Commercial awareness
* Problem-Solving - able to 'think outside the box' to resolve challenges
* Emotional Intelligence
* Self-confidence - positive outlook and clear focus
* Focused, Determined and Consistent
* CustomerService focus
* Team player



Keywords: Client Support Executive | Financial Services | Gibraltar | IFA Support | Trading Markets

Industry: Financial Services

Salary: Competitive Salary + Benefits

Salary Benefits: Competitive Salary + Benefits

Vacancy Type: Permanent

Job Skills: -

Contact Name: Angelique Pearson

Website: -

Direct Application URL: -

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Position Details

Advert Ref: #3060363
Posted: 27 Mar '24
Visits: 79