The person will be responsible for assisting the Client Relationship Principal (CRP) with their portfolio of high value, blue chip clients, potentially covering the spectrum of the divisions’ service lines (share plans / international pension plans / deferred compensation plans / family benefit trusts and employee benefit trusts). The executive will act as a secondary point of contact for these clients and will support the CRP in developing existing and potential relationships by delivering the efficient and timely administration of documents, instructions and other associated paperwork.

RESPONSIBILITIES:

• Assist with the preparation and monitoring of timetables for key client events e.g. annual contributions / vesting of awards
• Receiving correspondence and ensuring action is taken in accordance with timetable
• Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place
• Assisting with the maintenance of a programme of regular client / intermediary visits
• Assisting with the preparation of proposal documents for tender
• Updating fee proposals for existing clients
• Assisting with client / member communications
• Ensuring regular liaison with other teams within cees

SKILLS:

• Educated to A – level standard or equivalent
• Holds / willing to study towards a professional qualification
• High level of accuracy and attention to detail
• Ability to work to tight deadlines and under pressure
• Client handling skills - experience of dealing with corporate clients desirable