Client Services Executive recruitment
*Please note that as we are a niche online Job Board and NOT a recruitment agency this role does not involve ANY sales.Responsibilities:As a Client Services Executive you will be:• Managing a portfolio of clients and work closely with your assigned account managers• Providing orientation and product training for all new and existing clients on all aspects of the eFinancialCareers product offerings and recording these in the database. This may also include onsite training for clients as and when the business demands it.• Initiating and maintaining a proactive schedule of calls with clients Read more […]
Client Services Executive recruitment
Client services executive As client services executive you will be responsible for the administration of all client accounts. Responsibilities for this role include, but are not limited to: • Working in conjunction with Compliance in the opening of new client accounts; performing all KYC (know your customer) and due diligence checks in accordance with FSA rules and regulations; • Adhering to TCF policies (treating customers fairly) with regards to the opening and maintenance of accounts; • Contacting prospective clients and explaining the process of opening an account; • Maintaining Read more […]
Client Services Executive recruitment
Our client is a well respected investments company, with a vacancy available in the growing sector of client services. This is an excellent opportunity for the right candidate to progress their career with a well established company. The CandidateThe ideal candidate will hold a primary degree preferably in a business, finance, or accounting related concentration, along with 2/3 years experience in Client Services and a knowledge of the funds industry. The Role* Managing an extensive portfolio of clients* Assisting with subscription document processing, wire transfers, various investor issues Read more […]