Client Services Executive

Title: Client Services Executive | £21K - £24K | Financial Services | West Hampstead

Industry: Other

Role/Sector: Data intelligence   |   Business admin   |   Customer services   |   Finance   |   Account management

Location: Central London

Placement: Graduate job (permanent)

Salary: £21,000 (per annum)

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Information on the company

This great company is a privately-owned mortgage broker with offices in London, Monaco & Dubai. They arrange finance for high net worth individuals and companies on a global scale - all of whom buy and sell properties in the UK and Europe.

They are a young and growing company with an excellent name in the market and an enviable list of clients. 


This is a fantastic route into becoming a Mortgage Broker - After 12 months if all goes well they’ll put you on the CeMAP exams and progress you to be a broker.

How you can expect to spend your day:

You will join the busy, high-energy Client Services team at an exciting time. You will often be the first person a potential customer speaks to, giving great advice and recommending the right services to meet their requirements.

No sales experience necessary, if you’re intelligent and good at listening and communicating then you are what they are looking for.

  • Answering phone and email enquiries from potential new customers.
  • Making calls to existing clients coming up for renewal on their mortgages.
  • Converting enquiries into customers to contribute to the company’s growth.
  • Sending correspondence and appointments via email.
  • Maintaining pipeline of opportunities within sales database (HubSpot).
  • Providing feedback on marketing and advertising activity.
  • Reporting on progress at weekly Client Services meetings.

The ideal intern’s personality and qualifications:

  • High energy, friendly with a positive attitude.
  • Love the environment and be driven to improve it.
  • Advanced communication skills; tailors the tone, message and approach to engage the audience
  • Goal oriented.
  • Is driven and enthusiastic.
  • A team player.

Perks of the Role:

  • Regular away days and company trips which encourage a strong team environment while allowing individual focus and ambition to flourish
  • The generous salary package includes an array of incentivised bonuses ensuring success is appropriately rewarded.


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