Client Relations Executive - Investments

Job Ref: 
Liverpool City Centre

Located in Liverpool city centre, our client is an award-winning wealth management company with an excellent reputation on the market. This company is looking to develop their operations team further and they are currently looking for a Client Relations Executive to join their team on a permanent basis.  The successful candidate will have proven experience from a customer service and administrative background.


Key responsibilities for the Client Relations Executive


  • Investigate client queries and liaise with internal and external departments/providers to resolve issues

  • Deal with all round administration duties relating to various different Investment products

  • Follow up outstanding queries

  • Update clients with developments on their queries via email/letter/telephone

  • Work as part of a strong team

  • Meet and exceed individual and team targets



    Essential Requirements are:


  • You ­must have previous experience from a customer service and administrative background in financial services

  • Excellent communication skills when liaising with clients and internal departments

  • Ability to work alone or within a team

  • Confident I.T skills, particularly with Microsoft Excel

  • Strong organisational skills with the ability to process high volumes of data


    So if you have experience in financial services administration and strong customer service skills, then this could be a great opportunity for you to join a market leading Investment firm on a permanent basis. Alongside a competitive salary and excellent benefits package, this company also promotes a sociable working environment and encourage career development.


    If you have all of the above requirements for the Client Relations Executive position, then please apply now using the link below.


    The above vacancy is only one of many that we are handling.  Marshall Moore specialises in recruiting for all types of administration vacancies within financial services, including:


  • ISA Administrator

  • Settlements Administrator

  • UK and Foreign Payments Administrator

  • Transfers Administrator

  • Reconciliations Administrator

  • Dividends Administrator

  • Corporate Actions Administrator

  • Pensions Administrator

  • Unit Trust Transfers


Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don’t hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.

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