Client Account Executive
T
Time Appointments
📍 Colchester, Essex, United Kingdom
Job Description
Time Appointments are currently recruiting on behalf of a company based in Colchester, who are currently recruiting for a Client Account Executive. This is a fantastic opportunity for an ambitious individual within experience within an IFA firm to take the next step within there career.
Key Duties & Responsibilities:
* Monitor and progress client cases, providing regular updates.
* Liaise with clients and providers to resolve queries and ensure timely case completion.
* Maintain accurate client records using Intelligent Office (IO).
* Work across investment platforms including Aberdeen, Fidelity, and Quilter.
* Coordinate client payments and ensure all transactions are processed accurately and efficiently.
* Manage pension and ISA transfers through to completion.
* Handle trust applications and inheritance tax planning cases.
* Process tax wrapper switches, fund withdrawals, and income payments.
...
Key Duties & Responsibilities:
* Monitor and progress client cases, providing regular updates.
* Liaise with clients and providers to resolve queries and ensure timely case completion.
* Maintain accurate client records using Intelligent Office (IO).
* Work across investment platforms including Aberdeen, Fidelity, and Quilter.
* Coordinate client payments and ensure all transactions are processed accurately and efficiently.
* Manage pension and ISA transfers through to completion.
* Handle trust applications and inheritance tax planning cases.
* Process tax wrapper switches, fund withdrawals, and income payments.
...