Client Services Assisant - Financial Services

City Of London
£10 - £11 per hour
11 Jan 2021
08 Feb 2021
Charlotte Larwill
Job Title
Industry Sector
Banking / Finance
Contract Type
Full Time
Client Services Assistant, Financial Services

City of London

Temp to perm



My client is a boutique Independent Financial Advisory Firm with offices in the City, near Bank, and they are looking for someone who wants to kick-start their career within Financial Services. This is a fantastic opportunity for someone with a strong interest in Financial Services to join a knowledgeable team in a well-respected company where the whole team are committed to exceeding client expectations.


This role will initially be working remotely, with plans to return to the office as soon the current restrictions allow.


Full training will be offered and in return, they are looking for someone who is/has:


  • Educated to degree level

  • A strong interest in Financial Services

  • Impeccable attention to detail

  • Very good written and spoken communication skills

  • An engaging and professional telephone manner

  • A systematic and methodical approach to work

  • Strong time management and the ability to multi-task

  • A good team player

  • A hardworking and positive attitude

  • Advanced knowledge of Word and Excel, with the ability to learn new software


The role itself will, in the main, be broken down into 3 sub-sectors;


Client Services:


  • Providing a high level of aftercare to all existing clients

  • Supporting the IFAs (Independent Financial Advisors) with information requests

  • Organising and managing campaigns throughout the year to ensure relevant allowances are used

  • Assisting with top-ups, transfers and with-drawls

  • Managing the client annual review process

  • Sending quarterly valuation reports to all clients


Data Processing:


  • Inputting and updating client information into the company CRM

  • Generating reports to monitor company performance

  • Developing CRM processes to improve general efficiency

  • Utilising mail merges to clients




  • Attending seminars and complete exams

  • Completing Management Information (MI)

  • Internal and external file checks


If this role is of interest and you have the above skillset and desired experience, please apply now!!


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