MERJE Ltd
Location
Co. West Midlands | United Kingdom
Job description
MERJE, West Midlands, England, United Kingdom (Hybrid)
Our client, a specialist Wealth Management firm, are looking for a Client Services Executive to join the business on a permanent basis.
As Client Services Executive you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, inlcuding submission of new on line applications / top ups and processing of paper based applications.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager
Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches
Adding fees/ payaways /splits entries to IO
Knowledge of Adviser Bandings
Knowledge of Introducers / Payaways
Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
Assist the Review Team with the preparation of AR’s & PR’s in overflow situations
Check Portfolio Reports prepared by Review Team
Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
Handle administration enquiries / queries as directed by the Client Services Manager
Provide training / mentoring to apprentice staff as directed by the Client Services Manager
Prepare Platform withdrawals / fund switches / transactions for approval by Senior CSE or Client Services Manager
Producing ad-hoc (non standard) and standard letters in response to customer/provider queries
Obtaining life, investment and pension quotations using research tools
Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
Key Skills & Experience
The requisite knowledge for the role being undertaken
Be working to / maintaining basic administration, technical knowledge and qualifications for the job role
Detailed knowledge and understanding of the firm’s administration and client service requirements
Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
If you would like this job advertisement in an alternative format, please contact MERJE directly.
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