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Senior Client Experience Executive

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Foster Denovo

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Location:
United Kingdom , Weybridge ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice. This client focused role, involves supporting a number of clients and managing a busy workload to support Consulting Partners and the Practice Manager to deliver a clients’ agreed services.

Job Responsibility:

  • Help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice
  • Provide a consistent first class service to meet and where possible exceed a clients’ expectations
  • Be the main point of contact for a number of clients, (usually HR teams)
  • Manage own administrative tasks in addition to supporting more junior members of the team
  • Juggling multiple pieces of work, get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments
  • Communication is a key part of this role to keep clients and Consulting Partner’s updated
  • Have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients

Requirements:

  • Thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA
  • Following Secondsight processes to deliver a personalised and high quality service
  • Proficient in the upload of client contribution and assessment files
  • Managing and producing client governance reports
  • Familiarising yourself with each client’s circumstances, objectives and timescales
  • Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times
  • Organising and attending client meetings
  • Sending regular communications and updates to corporate clients
  • Managing client feedback, supporting with the annual DCJ with your clients
  • Supporting where required with advisor prep and advisor meeting days
  • Assisting with the production of monthly MI by maintaining central spreadsheets and activity logs
  • Providing regular updates to the Practice Manager and Partners in the practice
  • Supporting on the production of client engagement letters with Consulting Partners
  • Supporting when required in any new client acquisition work
  • Supporting with the training and mentoring of junior team members
What we offer:
  • 25 days holiday (increasing by an additional day per annum up to 30 days)
  • Discretionary bonus
  • Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
  • Life assurance of up to 4 x your salary
  • Income protection of 75% of your basic salary in the event of long term sickness
  • Employees can use our financial advisers within the company for any financial advice or knowledge
  • Interest free season tickets loans, eye care and childcare vouchers
  • Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

Additional Information:

Job Posted:
December 08, 2025

Work Type:
Hybrid work
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