Senior Client Experience Executive Jobs

Foster Denovo

Location:
United Kingdom, Weybridge ▼
London
Glasgow
North Shields

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

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

View All Jobs In This Company

Job Link Share:

Senior Client Experience Executive