Client Support - Pensions & Investments

Kenneth Brian Associates are working with a Croydon based Financial Services provider, who are seeking a Client Support Executive to join their team.
The role will involve providing adminstrative support to a team to ensure the delivery of exceptional service to clients.
Specific responsibilities will include:

• Issue, track and manage Letters of Authority
• Update and complete diarised entry updates
• Provide updates to advisers
• Submission of new business application forms and paperwork
• Complete all aspects of Annual Review process, including contacting clients to book meetings
• Dealing with queries via telephone and email
• Completing client Money Laundering verification process
• Opeing and scanning of post, and other administrative tasks as required

To be considered for this role, you will need:

• Experience within a Financial Services environment
• Knowledge of pensions and investments
• Excellent organisational skills with the ability to prioritise 
• High level of verbal and written communication skills
• Competency in MS Office packages

This is an excellent opportunity for an ambitious individual to progress their career within an organisation who offer development opportunities and study support.