Customer Service Executive

Permanent

Edinburgh

Meraki Talent’s Financial Planning/Advice client are looking for a Client Service Executive to join their team in Edinburgh.

Responsibilities:

• Assist the IFA’s in managing client relationships, processing new business applications, gathering required documentation, and maintaining accurate client records.
• Prepare client review packs, reports and presentations to ensure accurate and timely information is available for client meetings.
• Making client Appointments
• Typing up Client Factfinds
• Ensure client data is accurate and up to date on the CRM system
• Dealing with clients over the telephone and email
• Ensuring client files are compliant with FCA guidelines

Background:

• Previous experience working in a customer service or administrative role within the financial services sector.
• Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
• Strong attention to detail and accuracy in data entry and documentation.
• Proficient computer skills, including MS Office Suite and CRM software.
• Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.