Client Service Executive

• Managing leads with the Client Relationship Management (CRM) system

• Accurate and timely client data entry onto TrinityBridge and third party platforms/systems to specified Service Level Agreement

• Adherence to TrinityBridge Client Service procedures

• Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate

• Preparing meeting packs, annual review packs and valuations for client appointments

• Call management/client contact

• Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs

• Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures

• General ad hoc duties as required by the Practice or assigned by the Client Service Manager

• Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

• Previous financial services experience

• Excellent attention to detail

• IT skills

• Team player

• Good communication skills - verbal and written

• Excellent record keeping and reporting capabilities

• Proactive nature to gain efficiencies

• Ability to multi-task

• Demonstration of inititative

Job requirements

Job responsibilities