On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.
Posted by Page Personnel Finance • £35K/yr to £45K/yr
Responsibilities include client relationship management, executing trades, and supporting the investment team with portfolio management.
This is a full-time role as a Client Services Representative at the client's City of London office, providing high-quality service to wealthy individuals.
The client is an independent investment advisory firm, specialising in wealth management for high-net-worth individuals.
This is an excellent opportunity for a self motiovated, confident proactive candidate to join this progressive Company based in stunning offices in Leatherhead
Overview
Our client is looking for someone to join their team as a Client Services Assistant to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
Posted by Page Personnel Finance • £40K/yr to £46K/yr
General
The Client Services Associate is a pivotal role for maintaining strong relationships with clients in the financial services sector, ensuring their needs are met and their expectations are exceeded.
Our client is a leading player in the Investment Management space and has seen strong growth year on year since their founding.
Description
Enquiry Management - handling inbound calls and emails from our clients and delivering industry leading client service quality to our stakeholders.