Client Executive Manager
Eight Wealth Management Ltd, United Kingdom
Job Description
Vacancy for a Client Executive Manager
Looking for your next career move? We are looking for an amazing candidate to look after a small Client Executive team in our Marlow office. Do you want a job where you can make a difference? Are you passionate about the delivery of exceptional work, motivated by exceeding expectations and delivering results? Then read on
Being part of Eight, is like being part of a big family. We are an exciting and dynamic team, on a mission to be our best; for ourselves, each other, and of course, our clients. By joining Eight, you will want to share in our RESPECT values. We demonstrate these through what we call the 3Bs: Building Relationships, Being Responsible. Being Amazing!
Requirements
Key duties and responsibilities
The main role of the Client Executive Manager is to coordinate a small team of Client Executives who provide effective and efficient day-to-day support to the financial advisers within the practice. The role will include building both team and client relationships and regular communication with all stakeholders, amongst other administrative tasks. Previous experience in a financial services environment would be beneficial.
Experience/Requirements
This is a busy role, so you must be pro-active, be great at organising your work and time, have a great ‘can-do’ attitude. You will need to demonstrate excellent communication and leadership skills and be an excellent team player. We also embrace the use of technology; so, you must have excellent IT knowledge in MS Office products. Training will be given in all our systems, and all we ask for is a positive attitude towards learning new things.
Benefits
We like to work SMART at Eight in terms of how, when and where we work! So, whilst there is an opportunity to work flexibly, you will be expected to always keep the 3Bs in mind, and work from an Eight office a minimum of 3-days a week and when required by your manager and our clients. We offer an attractive salary and benefits package; however, we are much more than this, we are a family and it’s a great place to work! For further information please contact Sandra Mathias, People Advisor at