Customer Service Executive
Permanent
Edinburgh
Meraki Talent’s Financial Planning/Advice client are looking for a Client Service Executive to join their team in Edinburgh.
Responsibilities:
*Assist the IFA’s in managing client relationships, processing new business applications, gathering required documentation, and maintaining accurate client records.
*Prepare client review packs, reports and presentations to ensure accurate and timely information is available for client meetings.
*Making client Appointments
*Typing up Client Factfinds
*Ensure client data is accurate and up to date on the CRM system
*Dealing with clients over the telephone and email
*Ensuring client files are compliant with FCA guidelines
Background:
*Previous experience working in a customer service or administrative role within the financial services sector.
*Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
*Strong attention to detail and accuracy in data entry and documentation.
*Proficient computer skills, including MS Office Suite and CRM software.
*Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.