Tools
CRM
Methods
Revenue operations
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.
- Oversee diary management, meeting bookings, and appointment scheduling.
- Assist in client meetings and keep records up to date.
- Ensure advisers are informed of client communications and requests.
- Liaise with internal teams to support adviser pipelines.
Requirements
- What We’re Looking For
- Strong organisational and multitasking skills.
- Excellent verbal and written communication.
- Confidence in liaising with clients and advisers.
- Proficiency in Outlook, Microsoft Office, and CRM systems.
- A proactive and detail-oriented approach.
- A team player who thrives in a client-focused environment.
Benefits
- Hybrid working : 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support : EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time : 8 paid hours annually via The Eight Foundation
- Regular socials & epic events