Client Services Executive

Updated: March 21, 2024 11:40 PM GMT

SQUARE PEG ASSOCIATES LIMITED

Bury

Role Profile

Our client is a local, well established financial services business located in the heart of Bury. As a Client Services Executive, you will be responsible for managing the administration of a portfolio of client investments. Your primary focus will be on providing exceptional service to the companies valued clients.

Benefits And Hours
• Working Hours: 9-5 Monday to Friday (Office Based)
• Perks: Free parking, a supportive office environment.
• Pension Scheme: Enjoy the benefits of our company pension scheme.
• Working Environment: Luxury office and working environment

Key Responsibilities
• Process Letters of Authority: Efficiently handle letters of authority related to client accounts.
• Data Gathering and Summaries: Gather relevant data and prepare concise written summaries for our advisers.
• Client File Preparation: Organize and maintain client files, ensuring they are up-to-date and accurately recorded in our systems.
• Member Cases and Calculations: Work on member... More Detail