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?
Exciting opportunity to join an established firm of financial advisers as a Client Services Administrator.
The will be supporting the Partners/advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market.
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.