Job: Client Services Executive

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  • Title Client Services Executive
    Categories Latest Jobs in Gibraltar
    Salary DOE
    Location Gibraltar
    Job Information

    Fiduciary company requires a Client Services Executive to provide client services and business support

    Key Responsibilities:

    • New business processing including production of weekly new business pipeline report
    • Top up of Investments & Withdrawals
    • Maintaining accurate records and other spreadsheets including changes of address
    • Point of contact for all client related queries which are not of an advisory nature
    • First point of contact for all telephone enquiries including handling of inbound calls from prospects
    • Maintaining accurate prospect records including for new prospect enquiries
    • Responsible for dealing with third party providers for SEO and PPC deliverables as well as Websites
    • Marketing support for Directors including reviewing and signing off landing pages etc.
    • New agency application processing
    • Payments
    • In Specie Transfers
    • Deliver quarterly valuation statements via client portals and deal with ad hoc requests for valuations
    • HR Support to Directors where necessary
    • Quarterly Sarasin Research report
    • Assist with security trading
    • Dealing with Corporate Actions

    Key Experience and Skills:

    • Preferably from an investment, bank or IFA background must fully understand the securities purchase and settlement process
    • Must be able to work quickly and accurately to book and place trades.
    • Must understand the nature of funds and associated fees and commissions
    • Must be accurate, pay attention to detail, with the ability to prioritise and structure their work, ability to utilise available technologies including MS Office
    • Able to think “outside the box” to resolve complex issues – must think logically and clearly to address challenges and provide workable solutions
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