Client Services Assistant - Financial Services

Client Services Assistant - Financial Services
Temp to perm
£14ph

My client is a boutique Independent Financial Advisory Firm with offices in the City, near St Pauls, 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 moving into Financial Services to join a knowledgeable team. The company are well-respected and committed to exceeding client expectations.

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 main duties of the roll fall into three areas:

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

 Ad-hoc:

• 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!