Client Service Executive - Ipswich

Type of Position: Client Service Executive - Ipswich
Pay: £30,000 - £32,000
Reference:

Our client is looking for a Client Service Executive for their New Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail.

Key Responsibilities:

• Weekly Adviser diary check (to ensure all presentation meetings are logged correctly).
• Meet/communicate with Advisers as required to obtain regular updates for all in-progress work
• Welcome calls/emails - Calling new clients to let them know funds have reached their account and to advise of the SJP App etc.
• Data cleanse (Household and Segments)
• Register of Deaths.
• Write Suitability letters.
• New Business Submissions.
• Stock transfers.
• Deed of Assignments.
• Chase pipeline business (with providers and clients)
• Check Business Manager for missed applications
• Change of client details
• Client withdrawals.
• Client transfers (from one Adviser to another)
• Create a Prospect on Salesforce/update as necessary
• Support other roles when needed.

All of the above is subject to change to meet business needs.

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