Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider Marlowe SRC division, are at the forefront of revolutionising health and safety compliance solutions.
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.
Our client within professional services are seeking a confident individual to assist the team in dealing with new business enquiries from prospective and existing clients.
Are you experienced within customer services and sales?
As our Client Services Manager you will understand your clients and their needs, inside out.
You'll be responsible for monitoring and progressing client campaigns, activity, requests, and end to end service management across your portfolio.
You'll ensure that effective and efficient services are delivered to contractual service level agreements and our solutions are fit for service, creating growth opportunities where possible and driving service improvement plan.
You will be working closely with account managers, providing first class customer service over the telephone and email.
We are looking for an enthusiastic and motivated individual with a passion for customer service looking for their next step within in an office-based environment.
Experience isn't essential in this role, full training will be provided, however you must have strong IT skills and an excellent telephone manner.