Client Engagement Executive
Job in
St Albans, Hertfordshire, AL1, England, UK
Listed on 2026-05-31
Listing for:
fs talent
Full Time
position Listed on 2026-05-31
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM, Customer Service Rep -
Sales
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
St. Albans, Hertfordshire
We’re looking for a proactive and personable Client Engagement Executive to join a growing financial advisory business. This role sits at the centre of the client experience — supporting advisers by managing appointment pipelines, nurturing inbound enquiries, and coordinating client events and seminars.The ideal candidate will be highly organised, confident communicating with clients over the phone, and passionate about building strong, lasting relationships.
Key Responsibilities Annual Review Coordination- Proactively contact existing clients to arrange Annual Review appointments with advisers
- Manage the end-to-end booking process to ensure adviser diaries remain full and review schedules stay on track
- Act as a key point of contact between clients and advisers, delivering a professional and personalised experience
- Serve as the first point of contact for inbound enquiries, responding promptly and professionally to prospective clients
- Qualify new leads and coordinate introductions and appointments with advisers
- Maintain accurate records of all enquiries, communications, and follow-up activity within the CRM system
- Support the planning and organisation of client seminars and events, including venue coordination, invitations, and attendee management
- Provide on-site support during events to ensure smooth delivery and a positive client experience
- Follow up with attendees post-event to maximise engagement and generate adviser meetings where appropriate
- Professional and confident telephone manner with the ability to build rapport quickly
- Strong relationship management and stakeholder engagement skills
- Proactive and solutions-focused mindset
- Ability to manage multiple priorities, including bookings, enquiries, and event logistics
- Commercial awareness and strong understanding of client service
- Excellent organisational and time-management skills
- Competent using CRM systems and Microsoft Office applications
- 1–3 years’ experience in a client-facing, customer success, sales support, or account management role
- Previous experience within financial services, wealth management, or another professional services environment is highly desirable
- Volume and quality of Annual Review appointments booked
- Response times and conversion rates for inbound enquiries
- Seminar attendance and post-event engagement levels
- Client satisfaction feedback and overall service quality metrics
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