Venn Group are currently partnered for a global leading Wealth Management company who are in search for a Client Support Executive with some experience to support their Wealth Planners. The successful candidate will provide full administrative support on a regular basis to both existing and new clients.
About the Role:
- Being able to provide proactive and efficient administration support to Wealth Planners, Para Planners, and team colleagues, in support of customer service excellence
- Being able to learn processes of new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and actively management
- Carry out all client administration in line with compliance guidance as well as central policies and updates and department standard operation procedures.
Experience needed by successful candidate:
- Maintains high professional standards of conduct and practice
- Good administration skills, with high level if accuracy and attention
- Ability and willingness to learn new processes and procedures
- Able to work under pressure, prioritise workload and work to deadlines
If this opportunity interested you, please contact the Financial Services team at Venn Group.