Our client is looking for someone to join their team as a Client Services Associate to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
This role also assists in the efficient running of the internal office and administration.
You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company.
We are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within the firm.
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to existing customers regarding their Mortgage, Investment and/or Savings Accounts.
These are not automated roles and will is a mix of administration and customer services, where you will be involved in:
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to existing customers regarding their Mortgage, Investment and/or Savings Accounts.
These are not automated roles and will is a mix of administration and customer services, where you will be involved in:
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
Our client, a global financial services company in Guildford are currently seeking a highly organised and proactive individual to join their team as a Client Support and Finance Administrator!