Job Description

Location

Wolverhampton

Salary £30000 - £30000 TypePermanent WorkplaceOn-Site Ref89320

Client Services Executive Wolverhampton

A growing financial services firm is seeking a Client Services Executive to join their expanding team. This confidential role has arisen due to business growth and offers an excellent opportunity to develop your career in a busy, professional environment.


Key Responsibilities


  • Comply with all relevant FCA regulations, including Financial Services and Markets Act 2000, and adhere to firm procedures covering compliance, Treating Customers Fairly (TCF), financial crime, data security, and ethical standards.



  • Ensure all dealings with clients are professional and courteous, maintaining high standards of service.



  • Conduct product and market research to support client recommendations.



  • Handle the administration of life, investment, and ...

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