Client Service Executive - Financial Services

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.

Find here the full details of the responsibilities for this role: daily tasks, projects to lead, goals to achieve and scope of work within the team. Everything you need to picture yourself in the role and know exactly what to expect from day one.

Access the technical and interpersonal skills expected by the recruiter, the required experience level, valued qualifications and personal qualities sought. Check at a glance whether your profile matches this opportunity before applying.

Discover what the company offers its employees: remote work policy, health coverage, bonuses, continuous training, work environment and growth opportunities. All the information you need to compare this offer with your expectations and make the right choice.