Client Experience Executive at Eight Financial Advice, Totton, United Kingdom - 20 Apr

This position at Eight Financial Advice in Totton offers an opportunity to deliver executive assistance to the Group Marketing Partner, coordinate new business inquiries, and enhance the overall experience for clients and visitors at the office.

Key Responsibilities

• Offer organized executive assistance to the Group Marketing Partner, encompassing proactive scheduling and email oversight.
• Record meetings succinctly, monitor tasks, and pursue follow-ups to promote responsibility.
• Serve as the primary coordinator for incoming inquiries throughout the organization, guaranteeing swift, courteous, and initiative-driven responses.
• Keep precise records of potential clients, manage and refresh Monday.com boards and operational tools.
• Act as the initial contact for clients, prospects, and office guests.
• Provide exceptional on-site hospitality, including beverages and subsequent outreach, while prompting positive feedback from content visitors.

Qualifications

• Exhibits inherent warmth, assurance, and expertise, fostering rapid rapport with clients, advisors, and executives.
• Demonstrates strong organization and initiative, assuming full accountability and handling multiple tasks effectively.
• Possesses business insight, recognizing how inquiry handling and client interactions drive expansion.
• Remains composed during stress, flexible, and responsive to evolving needs.
• Focuses on details and reliability, guaranteeing completion of all commitments.
• Displays emotional awareness, interpreting contexts and tailoring interactions accordingly.
• Operates autonomously yet appreciates teamwork and collective contributions.
• Driven by ongoing enhancement, seeking innovative methods to refine procedures and client interactions.
• Takes satisfaction in dependability, supporting the New Enquiries Manager and Group Marketing Partner while upholding EIGHT’s standards.

Education

Unspecified

Benefits And Growth

• Performance incentive plus organization-wide reward upon achieving objectives.
• 28 vacation days plus public holidays and personal birthday leave.
• Complimentary on-site parking.
• Private health coverage and life insurance equivalent to four times annual salary.
• Wellness resources including employee assistance program, psychological support line, and bicycle commuting initiative.
• Complimentary guidance on mortgages and retirement planning from internal specialists.
• Paid volunteer hours: 8 annually through The Eight Foundation.
• Frequent team gatherings and notable occasions.