Client Services Executive

Job Type:
Job Sector:
Banking, Finance, Financial Services
Salary Description:
Plus Benefits
Job Ref:

Client Services Executive | Competitive Salary, Bonus, Benefits | Finance | Gibraltar

SRGEurope has been appointed to recruit a Client Services Executive for a privately owned company with its head office based in Gibraltar.

Client Services Executive Responsibilities:

* New agency applications processing

* Introducer agreements processing

* Payments

* New business processing including production of weekly pipeline in progress report

* Organize Board Meetings including preparation and distribution of financial reporting to the Board of Directors on a quarterly basis

* Review and Update SOP Manual

* Send adverts and editorials to the FSC on a quarterly basis

* Telephone Response & Initial point of contact for all client related queries which are not of an advisory nature

* Ensure clients receive a six-monthly email letter reminding of the need to check client portals on a regular basis

* Maintaining accurate records in Virtual Cabinet and other spreadsheets including changes of address

* Post quarterly valuation statements to client portals

* HR Support to Directors where necessary

* Assist with security trading

* Ad hoc duties

Client Services Executive Requirements:

* Preferably from an investment, bank or IFA background must fully understand the securities purchase and settlement process
* Must understand the nature of funds and associated fees and commissions.
* Strong MS Office skills
* Self-driven individual who is able to work unsupervised, results orientated with a positive outlook and a clear focus on delivering high quality and accurate performance
* Mature individual who is comfortable dealing with people at all levels within the organisation including senior management
* Strong communication skills

To Apply

If you would like to proceed to the next stage press apply now, if you want to know more e-mail us at or call us for Gibraltar +350 200 69999, for UK 0207 183 6462 we look forward to hearing from you.

We have a variety of jobs ranging from �25k-�150k, so if this one is not suitable please visit our website for other exciting opportunities you can apply for.

Contact Details:
Tel: 0207 183 6462
Contact: Angelique Pearson

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