Client Services Associate

2 weeks ago


Cannock, Staffordshire, United Kingdom Checked Recruitment Full time

Role: Client Services Associate

Location: Stafford

We are in search of a skilled Client Services Associate to join our client's team.

They are looking for someone with proven experience in the financial services sector.

If you fit the bill, you could be the perfect match for this role.

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The Role:

Reporting to the Head of Paraplanning and based in Stafford, as the Client Services Associate, you will primarily provide support to a dynamic team of financial advisors. Your responsibilities will include assisting with administrative tasks, ensuring compliance, and delivering top-notch service to clients. Your key duties will involve:

  • Utilizing client data for illustrations
  • Processing new business
  • Preparing necessary documents for client policy information
  • Handling client and third-party queries
  • Ensuring all business processes are carried out responsibly and in compliance with regulations
  • Managing workload and meeting deadlines

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The Candidate:

The ideal candidate for this role will have relevant experience in the financial services field.

You should also possess knowledge of investment platforms and office management. Additionally, you must have:

  • Strong written and verbal communication skills
  • Effective interpersonal skills
  • Exceptional attention to detail

The perfect candidate will be:

  • Capable of working independently
  • Thorough and detail-oriented
  • Skilled in communication at all levels

If this describes you, we would love to review your CV.

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The Package:

Salary Range: Up to £35,000 annually

Bonus: An additional personal bonus of up to £7,000 per year is achievable upon meeting targets

Benefits:

  • Private medical insurance
  • Staff bonuses
  • Support for exam fees

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The Company:

The organization you will be joining is a Wealth Management firm.

They are known for providing exceptional professional growth opportunities, maintaining a supportive and high-performance culture, and actively contributing to community development.

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If you believe you are the right fit for this Client Services Associate position, please submit your CV for initial consideration.



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