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