Client Experience Executive at Eight Financial Advice, Totton, United Kingdom - 8 Apr

The Client Experience Executive position at Eight Financial Advice in Totton supports the Group Marketing Partner through administrative assistance and ensures exceptional experiences for new and existing clients, ideal for those passionate about client engagement and enabling peak performance.

Key Responsibilities

• Deliver organized executive assistance to the Group Marketing Partner, including proactive scheduling, email handling, clear meeting documentation, action tracking, and follow-up for accountability.
• Serve as the primary coordinator for new business inquiries, managing them efficiently and professionally while updating prospect records and maintaining workflow tools like Monday.com.
• Act as the initial contact for clients, prospects, and visitors at the Totton office, providing premium on-site hospitality, refreshments, and post-visit communications to encourage positive reviews.

Qualifications

• Warm, confident, and professional demeanor to build rapid trust with clients, advisors, and executives.
• Exceptional organizational and proactive skills to own tasks and handle multiple priorities effectively.
• Commercial insight into how inquiry handling and client service drive business expansion.
• Composed under stress, flexible, and responsive to evolving needs.
• Meticulous attention to detail and strong sense of accountability to complete all follow-ups.
• High emotional intelligence for situation assessment and tailored communication.
• Adept at independent work alongside team collaboration.
• Drive for ongoing enhancement of processes and client interactions.
• Pride in reliability, supporting key managers and upholding the company’s professional image.

Education

Unspecified

Benefits And Growth

• Performance bonus plus company-wide bonus upon achieving targets
• 28 days’ holiday, bank holidays, and birthday off
• Onsite parking
• Private medical insurance and life assurance (4x salary)
• Wellbeing support including EAP, mental health helpline, and cycle-to-work scheme
• Free mortgage and pension advice from internal specialists
• 8 paid volunteering hours annually through The Eight Foundation
• Regular social events and memorable company gatherings