Account Executive

My client, a large financial services organisation, are looking for account executives to join their team.

The purpose of this role is to build and maintain account relationships with IFA’s, clients and other third parties acting as a designated point of contact for a portfolio of IFA’s.

Reporting into the Team Leader, you will be in a front office focused role working in a team varying from 5-10 people.

You will be carrying out a variety of transactions within agreed SLA’s.

You will be providing exceptional customer service, acting as a designated point of contact.

You will be taking ownership of a variety of issues, working within the defined company and regulatory policies and procedures as well as the Risk and Governance framework.

You will responsible for managing your own delegated workload. You will have the opportunity to prioritise your activity within laid down SLA’s.

You will be updating and maintaining IFA and client details, being responsible for the day-to-day processing of new business, in specie transfer and contributions, payments in and out of client accounts.

Ideally you will have the following skills/knowledge;

Proven customer service skills, strong written and verbal communication
Attention to detail and good numerical skills
A team player
Flexible attitude with a willingness to go the extra mile
Ability to work independently and use initiative
Good analytical and problem solving skills
Excellent time management and ability to work to deadlines.

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