Client Services Executive - Financial Services Location: Southampton Salary: Up to £30,000 (depending on experience) comprehensive benefits Are you an enthusiastic Client Services Executive eager for your next role? Could you fulfil a vital support function within a busy Financial Services and Wealth Management office? You will be working as part of the team at a highly respected Principal Partner Practice of St. James’s Place Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs. The Role: Client Services Executive You will be part of office administration team, liaising with third parties, dealing with new business enquiries, and following up with providers for funds and information Providing a high level of administrative support while maintaining an excellent level of communication with the team around you Preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action points Submitting new business and fund transfers using bespoke software Carrying out fund switches and financial calculations for clients using specific systems and processes Your role will include working on new business submission for the multiple advisers in the Practice and liaising with their PAs to ensure tim...