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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: 0
Followers: 0, Following: 0

Job Reference: 14683/003

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 with a good track record of having performed a similar role within the financial services sector then this could be the role for you. Full training will be provided.



What's on offer to you?

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

What You Will Be Doing

* Deliver exceptional service to new and 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 onboardingprocess and renewal process for Gibraltar 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 workflows for clients and ensure these are completed within SLAs
* Working as part of a team to ensurethe timely completion of bulk trading
* Any other duties as requested inline with the role and the team

What You Will Needto Succeed in This Role

* Computer literate
* Familiar with CRM platforms
* Industry, Product & Technical Knowledge* Time management skills
* Highly 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
* Customer Service focus
* Team player
* Self-starter who can work with minimal supervision



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: #3065670
Posted: 24 May '24
Visits: 40