Client Services Executive

Client Services Executive | Competitive Salary, Bonus, Benefits | Finance | Gibraltar

SRGEurope has been appointed to recruit a Client Services Executive for a privately owned company with its head office based in Gibraltar.

Client Services Executive Responsibilities:

• New agency applications processing
• Introducer agreements processing
• Payments
• New business processing including production of weekly pipeline in progress report
• Organize Board Meetings including preparation and distribution of financial reporting to the Board of Directors on a quarterly basis
• Review and Update SOP Manual
• Send adverts and editorials to the FSC on a quarterly basis
• Telephone Response & Initial point of contact for all client related queries which are not of an advisory nature
• Ensure clients receive a six-monthly email letter reminding of the need to check client portals on a regular basis
• Maintaining accurate records in Virtual Cabinet and other spreadsheets including changes of address
• Post quarterly valuation statements to client portals
• HR Support to Directors where necessary
• Assist with security trading
• Ad hoc duties

Client Services Executive Requirements:

• Preferably from an investment, bank or IFA background must fully understand the securities purchase and settlement process
• Must understand the nature of funds and associated fees and commissions.
• Strong MS Office skills
• Self-driven individual who is able to work unsupervised, results orientated with a positive outlook and a clear focus on delivering high quality and accurate performance
• Mature individual who is comfortable dealing with people at all levels within the organisation including senior management
• Strong communication skills

To Apply

If you would like to proceed to the next stage press apply now, if you want to know more e-mail us at support@srgeurope.com or call us for Gibraltar +350 200 69999, for UK 0207 183 6462 we look forward to hearing from you.