Job Description
Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards.
As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity.
What you will do
Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly
Schedule and track client review meetings and maintain proactive contact with the client base
Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy
Prepare client-facing documentation, reports and correspondence to a consistently professional standard
Ensure adviser charges are correctly set up, tracked and reconciled monthly
Maintain pi...
As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity.
What you will do
Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly
Schedule and track client review meetings and maintain proactive contact with the client base
Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy
Prepare client-facing documentation, reports and correspondence to a consistently professional standard
Ensure adviser charges are correctly set up, tracked and reconciled monthly
Maintain pi...
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