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.
My client is a truly global law firm that operates in 55 countries, employing nearly 5000 staff.
Business Services employs 400 staff in London across Facilities, Human Resources, IT, Knowledge, Learning, Business Development and Finance.
The firm has an extensive reward package that includes discretionary bonus scheme, gym subsidy, on-site restaurant, pension scheme, concierge service, flexible working and holiday arrangements and medical cover.
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.
Duties of the Client Services Associate to include
Updating and maintaining the CRM system.
General
This is a hybrid role with 2/3 days a week in the office.
Sterling Williams are working alongside a Boutique Asset Management Firm, they are seeking an individual that ideally has prior experience within an Asset/Investment Management 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?