Client Service Executive - Financial Services
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仕事内容
The role supports financial advisers by coordinating client interactions and maintaining efficient operational processes in the Chester area.
Responsibilities include scheduling appointments for advisers with new and existing clients and maintaining proactive communication between clients and advisers.
Manage and qualify warm leads, guiding them from enquiry to booked appointments, while handling diaries and adviser scheduling.
Ensure high-quality service through timely follow-ups and organized client activity management.
Demonstrate strong Microsoft Office proficiency, outstanding written and verbal communication, and excellent time management.
Thrive in a fast-paced, client-centric environment with an energetic, professional approach and a track record of meeting targets.
Responsibilities include scheduling appointments for advisers with new and existing clients and maintaining proactive communication between clients and advisers.
Manage and qualify warm leads, guiding them from enquiry to booked appointments, while handling diaries and adviser scheduling.
Ensure high-quality service through timely follow-ups and organized client activity management.
Demonstrate strong Microsoft Office proficiency, outstanding written and verbal communication, and excellent time management.
Thrive in a fast-paced, client-centric environment with an energetic, professional approach and a track record of meeting targets.
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