Client Support Executive

Client Support Executive | Financial Services | Gibraltar | Competitive Salary + Benefits | Office Based | Can be offered as a Temporary or Permanent Role

Client Support Executive required for our established Financial Services client based in Gibraltar.

You will be highly flexible and adaptable as you will be required to undertake a variety of roles within the business such as working with Forex, investment funds, company marketing and IFA administration.

If you are focussed, determined, self-motivated with a strong work ethic then we would like to see your CV.

If you are a Client Support Executive and looking to take the next step in your career then this could be the role for you.

Full training will be provided.

What's on offer to you?

• Can be offered on a temporary contract or a permanent basis depending on applicant


• Competitive salary package


• Reporting to the IFA Manager on site

What You Will Be Doing

• Deliver exceptional service to new and existing clients (within standard SLA turnaround times) and provide a tailored service


• Ensure a seamless onboarding process for new clients with within our standard turnaround times


• Ensure a seamless onboarding process and renewal process for Gibraltar Resident applications.
  
  Provide timely weekly Management Information on status progress of new onboarding cases


• Re-balancing Trading working as part of the wider team for rebalancing trading as and when this takes place


• First point of contact for incoming phone calls and office visitors


• Incoming client mail and outbound client mail


• Manage ongoing workflows for clients and ensure these are completed within SLAs


• Working as part of a team to ensure the timely completion of bulk trading


• Any other duties as requested inline with the role and the team

What You Will Need to Succeed in This Role

• Computer literate


• Familiar with CRM platforms


• Industry, Product & Technical Knowledge


• Time management skills


• Organised and able to prioritise work tasks


• Positive attitude and good communication skills


• Strong work ethic


• Results orientated


• Commercial awareness


• Problem-Solving - able to ‘think outside the box' to resolve challenges


• Emotional Intelligence


• Self-confidence - positive outlook and clear focus


• Focused, Determined and Consistent


• Customer Service focus


• Team player

Keywords: Client Support Executive | Financial Services | Gibraltar | IFA Support | Trading Markets