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    Job Description: Job Title: Responsible To: Location: Experience/ Qualifications

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    This job description is for a Client Experience Executive role in London. The role involves providing administrative support to corporate clients and employee benefits partners. Key responsibilities include maintaining strong client relationships, preparing materials for meetings, inputting client information, and acting as the main point of contact for client queries. Successful candidates must have excellent communication, organizational, and administrative skills as well as experience working in an advisory environment.

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    Job Description: Job Title: Responsible To: Location: Experience/ Qualifications

    Uploaded by

    ssi mail
    33 views3 pages
    This job description is for a Client Experience Executive role in London. The role involves providing administrative support to corporate clients and employee benefits partners. Key responsibilities include maintaining strong client relationships, preparing materials for meetings, inputting client information, and acting as the main point of contact for client queries. Successful candidates must have excellent communication, organizational, and administrative skills as well as experience working in an advisory environment.

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    This job description is for a Client Experience Executive role in London. The role involves providing administrative support to corporate clients and employee benefits partners. Key responsibilities include maintaining strong client relationships, preparing materials for meetings, inputting client information, and acting as the main point of contact for client queries. Successful candidates must have excellent communication, organizational, and administrative skills as well as experience working in an advisory environment.

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    © All Rights Reserved
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    Download as docx, pdf, or txt
    33 views3 pages

    Job Description: Job Title: Responsible To: Location: Experience/ Qualifications

    Uploaded by

    ssi mail
    This job description is for a Client Experience Executive role in London. The role involves providing administrative support to corporate clients and employee benefits partners. Key responsibilities include maintaining strong client relationships, preparing materials for meetings, inputting client information, and acting as the main point of contact for client queries. Successful candidates must have excellent communication, organizational, and administrative skills as well as experience working in an advisory environment.

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    Job Description

    Job Title: Client Experience Executive


    Responsible to: Client Experience Team Leader
    Location: London
    Experience/ Essential Desirable
    Qualifications:
     Previous experience  Experience of working with
    working in an administrative Intelligent Office.
    role within an advisory  Knowledge of Group Risk &
    environment with a good Healthcare schemes
    knowledge of pensions.
     Strong track record
    developing and maintaining
    good working relationships
    with clients, advisers and
    staff and able to build
    rapport quickly.
     Confident in having
    challenging conversations
    and communicating at all
    levels.
     Excellent communication
    skills, both written and
    verbal.
     Excellent organisation and
    prioritisation skills, with the
    ability to handle multiple
    tasks, work to tight
    deadlines and stay focused
    under pressure.
     Team player but must be
    able to work independently
    and use own initiative.
     Proactive approach to
    workload with excellent
    attention to detail.
     Previous experience
    working in the corporate
    market and a good
    knowledge of salary
    sacrifice and auto enrolment
     Proficient in using Microsoft
    Office packages including
    Word, Excel, PowerPoint
    and Outlook.
     Commitment to pass basic
    financial industry exam

    1 of 3
    within 3 months of
    employment (internal exam)

    Job Summary: To help to deliver Secondsight’s Client Services Proposition by


    providing a high quality administration and support service to
    Corporate Clients and a small group of our Employee Benefit (EB)
    Partners.

    Being part of a small team managing a busy workload. Working


    directly with Partners assisting them in the preparation and follow up
    of consultancy days and all they involve.

    Being the main point of contact for a number of small corporate


    clients, maintaining a strong relationship with the client and providing
    feedback to the Partner as required.

    The successful candidate will be required to attend meetings with


    clients, at client offices, as and when required.

    A key part of this role is to manage and deliver against, and where
    possible exceed, client expectations. Communication is a key part
    of this role to keep the clients and the Partner updated. The
    successful candidate will have a warm and professional demeanor
    both on the telephone and in written form.

    The role will be varied and requires a numerate and articulate


    individual who is highly organised and self-motivated. Attention to
    detail is essential as the successful candidate will be working with
    some of our top corporate clients.

    The candidate must be able to cope well under pressure and be able
    to balance priorities and have the ability to multi-task.

    Main Responsibilities

     To have a thorough understanding of the EB processes, client file requirements and


    the regulatory requirements imposed by the FCA and deliver against these to agreed
    service standards.
     To follow Secondsight processes to deliver what clients perceive to be a
    personalised and high quality service.
     To have a good understanding of the workflow and be able to deliver and report
    against the various tasks, ensuring that all internal interested parties can easily
    review the current status of each client.
     To be the main point of contact for a number of small corporate clients, maintaining
    a strong relationship with the client and providing feedback to the Partner as
    required.
     To build strong relationships with clients, familiarise yourself with each client’s
    circumstances, objectives and timescales to ensure that we are able to deliver

    2 of 3
    against or where possible exceed the clients expectations by providing a
    personalized service.
     Prepare information packs for Employee Benefits Advisers prior to client meetings.
     To produce presentations and other client documents in accordance with company
    standards
     To attend meetings to corporate clients when required
     Obtain information from providers on clients’ existing financial arrangements and
    prepare client valuations.
     Input all client information into the back office system and ensure all tasks are
    recorded and acted upon within the agreed timescales. Ensure that the client history
    is always up to date.
     Upload the necessary documentation into the back office system and scan other
    documents as required.
     Liaise with Partners to ensure that we are able to deliver against a client’s
    expectations and highlight any concerns or potential issues.
     Provide regular updates to the Partner and Clients to ensure that the clients are kept
    fully updated and value the service they receive from Secondsight
     Be the main point of contact for Clients administration queries.
     Deal with client and provider correspondence.
     Assist the Partner with all aspects of a good customer experience and identify any
    improvements that can be made.
     To undertake any other duties commensurate with your grade, skills and experience.
     Travel to other offices as and when required
     To participate in appropriate company and departmental training, competence and
    development initiatives.
     To continuously meet, the regulator’s Fit & Proper requirements.

    Key Skills and Personal Attributes

     Hard working and responsive to the need to deliver a high quality support service.
     A positive, friendly service orientated person with a “can do” attitude who is aware
    of the important role played by IFAs in providing financial advice.
     An articulate and confident communicator.
     Honesty, integrity and ability to maintain confidentiality are key attributes.
     Attention to detail and high standards of work.
     Is comfortable working to tight deadlines and works well under pressure.
     A professional but friendly demeanor.
     Flexible
     Responsible and reliable

    Employee Name:
    Employee Signature: Date:
    Manager/Partner Signature: Date:

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