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Client Service Executive- Financial Services

  • Location

    Lichfield, Staffordshire

  • Sector:

    Accounting and Finance

  • Job type:

    Permanent

  • Salary:

    £20000.00 - £23000.00 per annum

  • Contact:

    Jess Brannigan

  • Contact email:

    JessBrannigan@workwithglee.com

  • Job ref:

    BBBH18272_1577106489

  • Published:

    about 1 month ago

  • Startdate:

    ASAP

  • Consultant:

    Jess Brannigan

Client Service Executive- Financial Services

Lichfield

Monday- Friday

£20,000- £23,000

Are you an experienced Client Executive passionate about providing a high quality service? Do you want to work for a leading market brand with a prevail motive to provide businesses with the support they need?

(FULL JOB DESCRIPTION CAN BE PROVIDED)

As a Client Service Executive you will be responsible for the following:

  • Portfolio management of existing and new clients providing an end to end service
  • Complete instructions for client payment requests, uploading invoices and credits, raising crucial paperwork
  • Reviewing clients bank statements- searching for anomalies, highlighting and raising issues
  • Monthly reconciliation of accounts
  • Communicate with clients at all times and deal with queries
  • Ensure and client changes are updated and relevant credit parties are informed

To be an excellent Client Service Executive you will:

  • Have a clear understand of Word/Excel
  • Excellent communication and time management skills
  • A strong eye for detail and problem solving skills
  • Previous experience within a similar position

Please click apply to find out more about this Client Service Executive opportunity!

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