Job: Client Services Executive

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  • Title Client Services Executive
    Categories Latest Jobs in Gibraltar
    Salary £25,000
    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 biz pipeline report
    • Top up of Investments & Withdrawals
    • Maintaining accurate records in Virtual Cabinet 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 in Infusionsoft including for new prospect enquiries
    • Responsible for dealing with all Infusionsoft matters including Infusionsoft Certified Partners for Project delivery
    • 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 for P.C.
    • 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 to maximise productivity, manage a heavy workload and meet strict deadlines
    • 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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