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Job Description
Client Service Executive
Provide administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers, acting as the first point of contact to clients, and managing follow-up activities from client meetings.
About the Role
- Provide general administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers.
- Act as the first point of contact to clients, dealing promptly and efficiently with client queries.
- Prepare investment presentations and collate documentation for client meetings.
- Manage follow-up activities from client meetings, complete minutes of meetings, and monitor completion of tasks.
- Update and monitor the CRM system on an ongoing basis.
- Prepare documentation to comply with legislative requirements in data management for clients.
- Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met.
- Manage reporting and operation of tasks in conjunction with other team members.
- Liaise with Tax Advisers, Solicitors, Brokers, and Life Offices on behalf of servicing clients.
- Assist with administrative tasks involved with planning and preparation of various client events and conferences.
- Provide on-site support and hospitality at such events.
- Participate in interdepartmental projects to identify best practice to enhance servicing clients.
- Facilitate deployment and communication of new applications to the team.
- Work with the team on the completion and follow-up of Investor Policy Statement.
- Contribute in company campaign workshops.
- Comply with the Risk and Compliance frameworks, policies, and procedures associated with the role.
Requirements
- A minimum of 1 year of experience working in an administrative position.
- Degree or Masters level in Business/Finance related area.
- A high level of proficiency in MS Word, Excel, Outlook, and Power Point.
- A flexible, positive attitude towards work.
- Excellent attention to detail.
- An ability to work effectively as part of a team.
- A professional telephone manner.
- Excellent organisational skills.
- An ability to prioritise own workload.
What We Offer
- A competitive salary.
- An annual performance-related discretionary bonus.
- An annual flexible benefits package.
- An employer pension contribution.
- Multiple insurance coverage.
- Training support provided by an award-winning Learning & Development Team.
- Extensive sports & social programmes.
- Flexible working options.
- An employee assistance programme.
- Enhanced leave options.
- Social & community care initiatives.
About Davy
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace.