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Client Servicing Executive

Posted 7 days ago

Client Servicing Executive - St. James's Place PracticeLocation: Kent (Hybrid or Remote)Salary: £30,000 - £45,000+Are you passionate about providing exceptional client service? Do you thrive in a dynamic, client-focused environment?We are partnering with a prestigious St. James's Place Wealth Management Practice in Kent, seeking a dedicated Client Servicing Executive to join their growing team. This role offers a blend of remote work and office time, giving you the flexibility to manage your work-life balance.What will you be doing?Client Support: Be the first point of contact for clients, providing timely and professional assistance.Documentation: Manage and prepare client documentation, ensuring accuracy and compliance with industry standards.Relationship Management: Build and maintain strong client relationships, understanding their needs and ensuring their satisfaction.Administrative Duties: Handle day-to-day administrative tasks, including client account management and data entry.Collaboration: Work closely with financial advisers and the wider team to deliver a seamless client experience.What do you need?Experience: Proven experience in a Client Servicing, Administrator, or Paraplanning role, ideally within an SJP Practice. IFA experience will be considered.Skills: Excellent communication, organisational, and interpersonal skills.Attitude: A proactive, client-focused approach with the ability to manage multiple tasks efficiently. Committed and Diligent.What’s in it for you?Competitive Salary: £30,000 - £45,000+ depending on experience.Flexible Working: Hybrid or remote working options to suit your lifestyle.Career Development: Opportunities for professional growth within a respected St. James's Place Practice.Supportive Environment: Join a collaborative team that values your input and expertise.If you are a motivated individual with a passion for client service and looking for a role where you can make a real impact, we would love to hear from you!
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