Job Details
Gibraltar, Gibraltar | Salary: Plus Benefits |
Sector: Accounting & Finance | Type: Permanent |
Start Date: ASAP | Contact: Ebony Jacks |
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:
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New agency applications processing
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Introducer agreements processing
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Payments
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New business processing including production of weekly pipeline in progress report
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Organize Board Meetings including preparation and distribution of financial reporting to the Board of Directors on a quarterly basis
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Review and Update SOP Manual
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Send adverts and editorials to the FSC on a quarterly basis
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Telephone Response & Initial point of contact for all client related queries which are not of an advisory nature
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Ensure clients receive a six-monthly email letter reminding of the need to check client portals on a regular basis
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Maintaining accurate records in Virtual Cabinet and other spreadsheets including changes of address
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Post quarterly valuation statements to client portals
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HR Support to Directors where necessary
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Assist with security trading
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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.