Description
Client Service Executive
The purpose of the Client Service Executive (CSE) role is to support teams of Private Bankers.
The role is a vital link between Clients, Private Bankers and Support Services from initial client introduction and throughout the life of the relationship.
The Client Service Executive has a primary responsibility to monitor the commercial performance of clients, tracking AUM, in/out flows and fees so as to identify performance and client service issues and proactively manage existing client attrition to an acceptable level.
The CSE will ensure on behalf of their Banking Team that all aspects of the Client's experience with the client are dealt with in a professional, accurate and timely manner. This will ensure that the reputation of the client is upheld to the highest possible level in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly, in accordance governance framework.
Essential Skills:
Relationship management skills - ability to build and sustain relationships
FCA regulatory awareness
Commercial and financial awareness
Strong organisational and administrative skills, including process management
If you wish to be put forward for this opportunity then please send through your CV ASAP. If you do not hear from us within 5 working days' then please take this as your application not being progressed this time round. Due to a high level of response it's not always feasible to reply back to each applicant individually, however we will keep and file your CV so that we can contact you for future opportunities.
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.