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Eight Financial AdviceMarketing & Operations

Client Executive

Marlowonsite

Posted 1mo ago · via Workable

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About this role

Client Executive Marlow - Eight Financial Advice Are you organised, proactive, and client-focused? Do you thrive in a fast-paced environment where relationship management and attention to detail are key? If so, we would love to hear from you. About the Role As a Client Executive , you will be the main point of contact for both a dvisers and their clients , ensuring a seamless experience from start to finish. Your role will focus on delivering excellent client service, managing relationships, and coordinating with internal teams to ensure requests and reviews are handled efficiently. Key Responsibilities Provide day-to-day support to financial advisers. Act as the first point of contact for client enquiries. Build and maintain strong client relationships.…

Read the full description on Eight Financial Advice's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Marlow. We weight your proximity and willingness to relocate.

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Free · no card · written explanation included
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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teams

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