Home / Careers / Client Service Executive - Ipswich
A

Client Service Executive - Ipswich

Artemis Recruitment Consultants

Ipswich, England, United Kingdom Full-time June 22, 2026
Apply Now

Opportunity Description

Client Service Executive - Ipswich

Our client is looking for a Client Service Executive for their New 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:

  • Weekly Adviser diary check (to ensure all presentation meetings are logged correctly).

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

  • Prepare presentation packs.

  • Welcome calls/emails – Calling new clients to let them know funds have reached their account and to advise of the SJP App etc.

  • Data cleanse (Household and Segments)

  • Ad hoc Client letters (mail merge)

  • Register of Deaths.

  • Write Suitability letters.

  • New Business Submissions.

  • Stock transfers.

  • Deed of Assignments.

  • Chase pipeline business (with providers and...
    • Full-time Information and Record Clerks

    Ready to Apply?

    Submit your application for Client Service Executive - Ipswich at Artemis Recruitment Consultants

    Apply for this Position

    Opportunity Details

    Location Ipswich, England
    Country United Kingdom
    Type Full-time
    Category Information and Record Clerks
    Posted June 22, 2026
    Deadline August 01, 2026

    About Artemis Recruitment Consultants

    A

    Artemis Recruitment Consultants

    Ipswich, United Kingdom

    Share This Opportunity