First point of contact for clients, visitors and contractors.
Provide high levels of customer service.
General
Fabulous working environment, luxurious office space where you will work alongside the Manager to assist, support and help manage clients and visitors to this luxury serviced office.
The Client Services Associate role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork.
They offer telephone-based services to retail clients throughout the UK.
The client is a forward-thinking financial planning business based in the City of London.