Client Support Executive

Job Details

Gibraltar Salary: Competitive Salary + Benefits
Sector: Accounting & Finance Type: Permanent
Start Date: ASAP Contact: Angelique Pearson

Client Support Executive |Financial Services |Gibraltar | Competitive Salary + Benefits

The Role

SRGEurope have been appointed to recruit an experienced Client Support Executive. You will be highly flexible and adaptable as you will be required to undertake a variety of roles within the business such as working with Forex, investment funds, company marketing and IFA administration. If you are focussed, determined, self-motivated with a strong work ethic then we want to hear from you.

If you are a Client Support Executive and looking to take the next step in your career then this could be the role for you. Full training will be provided.

What's on offer to you?

  • Market rate Base Salary

  • Bonus

  • Career changing opportunity with an established organisation

  • Reporting to the Directors on site

What You Will Be Doing

  • Deliver exceptional service to clients (within standard SLA turnaround times) and provide a tailored service.

  • Contribute to the timely onboarding of new clients.

  • Provide support to the Compliance Manager where required.

  • Assist with security trading including the communication with clients and trustees to ensure a speedy and accurate process.

  • Research products and investment funds.

  • Maintain and update client records using internal systems.

  • Respond to and resolve client queries.

  • Play a key role in the delivery of regular and one-off projects.

  • Produce portfolio illustrations.

  • Maintenance of client records.

  • Input and processing of international payments.

  • Various admin duties to support internal teams where required.

  • Operate as a "trouble-shooter" in business areas of need

  • Various related ad-hoc matters.

  • Various IT related ad-hoc matters.

  • Ad-hoc duties to support Directors where required.

What You Will Need to Succeed In This Role

  • Computer literate

  • CRM platforms

  • Organised

  • Ideally 5 years' experience in wealth management or similar

  • Professional manner with the ability to influence and persuade

  • Team player

  • Attention to detail - accurate

  • Self-starter

  • Highly organised

  • Strong work ethic

  • Results orientated

  • Focused, determined and consistent

  • Growth Mindset

If you are an experienced Client Support Executive and this is the challenge that you are looking for in your career, get in touch with me today.

To Apply

Please click on the 'apply' button and upload your CV and a Cover Letter or alternatively contact Angelique Pearson, Managing Director by email or call Gibraltar +350 200 69999.

Why Gibraltar

Gibraltar is a British Overseas Territory on the edge of the Iberian Peninsula neighbouring Southern Spain. It boasts 300 days of sunshine per year, a relaxed out of work lifestyle and is easily accessible to the rest of Europe from Gibraltar and Malaga airports. The primary currency in Gibraltar is pounds/sterling and there are excellent English speaking schools if you are relocating with your family. We will help you with your relocation process about which you can read here:

Key Words: Client services Executive|Investments|Wealth Management|Gibraltar