Customer Service Executive

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.