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Client Service Executive - Ipswich

Artemis Recruitment Consultants · Ipswich, England, United Kingdom

Location
Ipswich
Job Type
Full-time
Posted
June 27, 2026

Job Description

Client Service Executive - Ipswich

Our client is looking for a Client Service Executive for their New Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail. 


Key Responsibilities:

  • Weekly Adviser diary check (to ensure all presentation meetings are logged correctly).

  • Meet/communicate with Advisers as required to obtain regular updates for all in-progress work 

  • Prepare presentation packs.

  • Welcome calls/emails – Calling new clients to let them know funds have reached their account and to advise of the SJP App etc.

  • Data cleanse (Household and Segments)

  • Ad hoc Client letters (mail merge)

  • Register of Deaths.

  • Write Suitability letters.

  • New Business Submissions.

  • Stock transfers.

  • Deed of Assignments.

  • Chase pipeline business (with providers and...

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