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Client Service Executive Administration - Ipswich

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Artemis Recruitment Consultants
📍 Ipswich, United Kingdom
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Location Ipswich
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Posted June 09, 2026
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Commute Local Area
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Job Description

Client Service Executive Administration - Ipswich

Our client is looking for Client Service Executive Administration for their existing 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: 

  • Letter of Authority process from start to finish.

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

  • Answer incoming telephone calls.

  • Deal with clients' queries.

  • Booking client Annual review meetings 

  • Produce meeting prep for all Annual review meetings.

  • Create Annual review letters from Adviser handover document.

  • Produce Annual review packs and send to client(s), post-meeting. Close the advice line down, etc.

  • Chase Advisers to produce Annual review handover documents when out of SLA.

  • Chase Advisers to con...

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    📍 Location Details

    🌆
    City
    Ipswich
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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