Client Experience Executive
GTS International
- Weybridge, Surrey
- £29,000 per year
- Permanent
- Full-time
- Act as the primary point of contact for our esteemed clientele, offering proactive support and guidance on investment strategies and portfolio management.
- Collaborate closely with our team of financial experts to develop tailored solutions that align with clients' financial goals and aspirations.
- Execute trades, manage accounts, and oversee administrative tasks with meticulous attention to detail.
- Continuously strive to enhance the overall client experience through proactive communication, timely resolution of inquiries, and personalized assistance.
- Previous experience in a client servicing role within the financial services sector is preferred.
- Strong understanding of investment products, particularly bonds, and familiarity with wealth management principles.
- Exceptional communication and interpersonal skills, with a knack for building rapport and trust with clients.
- Ability to thrive in a fast-paced environment, demonstrating resilience and adaptability to evolving market dynamics.
- Proficiency in Microsoft Office Suite and relevant CRM software.
- Competitive salary ranging from £28,000 to £29,000, commensurate with experience and qualifications.
- Opportunities for professional development and career advancement within a reputable wealth management firm.
- Hybrid working arrangement, offering flexibility and work-life balance.
- Access to a comprehensive benefits package, including pension contributions and health insurance options.
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