Client Service Executive Close Brothers Group London EC2A 4FT Hybrid work Full-time

OVERALL SUMMARY

Join Close Brothers Client Service Team where you will ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner.

RESPONSIBILITIES

• Managing leads with the Client Relationship Management (CRM) system
• Accurate and timely client data entry onto CBAM and third party platforms/systems to specified Service Level Agreement
• Adherence to Close Brothers Client Service procedures
• Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions – be that directly or by referring to the relevant team, as appropriate
• Preparing meeting packs, annual review packs and valuations for client appointments
• Call management/client contact
• Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
• Document management – ensure documentation is scanned, saved and archived in accordance with department operating procedures
• General ad hoc 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

WE WOULD LOVE TO HEAR FROM YOU IF:

• Previous financial services experience
• Excellent attention to detail
• IT skills
• Team player
• Good communication skills – verbal and written
• Excellent record keeping and reporting capabilities
• Proactive nature to gain efficiencies
• Ability to multi-task

At Close Brothers Asset Management we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers Asset Management, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1

At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.