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Client Services Executive

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:

  • 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.