Client Services Executive

• The provision of general administrative support to a team of Directors Associate Directors and Senior Private Client Advisers
  
• Acting as the first point of contact to clients; dealing promptly and efficiently with client s queries
  
• Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for the client
  
• Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks
  
• Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide onsite support and hospitality at such events
  

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 PowerPoint
  
• An ability to work effectively as part of a team
  
• A professional telephone manner
  

Benefits