Job Description

Client Service Executive Administration - Ipswich
Our client is looking for Client Service Executive Administration for their existing Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail. 

Key Responsibilities: 
Letter of Authority process from start to finish.

Meet/communicate with Advisers as required to obtain regular updates for all in-progress work 

Answer incoming telephone calls.

Deal with clients' queries.

Booking client Annual review meetings 

Produce meeting prep for all Annual review meetings.

Create Annual review letters from Adviser handover document.

Produce Annual review packs and send to client(s), post-meeting. Close the advice line down, etc.

Chase Advisers to produce Annual review handover documents when out of SLA.

Chase Advisers to con...

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