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Client Services Associate

4 months ago

Stafford, United Kingdom Checked Recruitment Full time
Role: Client Services AssociatenUp to £35,000 per annum, OTE £42,000 + 1 day WFHnLocation: Stafford

We're looking for a talented Client Services Associate to work for our client.

They want to recruit someone with demonstrable experience of the financial services industry.

If that's you then you could be exactly what they're looking for.

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The Role:nReporting to the Head of Paraplanning and based in the company's Stafford office, as the Client Services Associate you will be primarily responsible for providing support to a high performing team of financial advisors and in conjunction with the paraplanners on various administrative tasks and delivering a professional, compliant service to the firms clients.nIn the job you'll be tasked with the following:nUtilising client data for illustrationsnProcessing new businessnPreparing letters of authority for client policy informationnAnswering calls and dealing with clients and third-party queriesnEnsuring that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirementsnManaging task list and prioritising workload within deadlines

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The Candidate:nThe ideal candidate for this Client Services Associate role will have relevant experience of the financial services industry.

You'll also need experience of investment platforms and office administration.nIn addition, you'll need the following:nExcellent written and verbal skillsnGood communication and interpersonal skillsnExcellent attention to detail

The ideal person for the role will be the following:nAble to work on your own initiativenDiligent and have an eye for detailnArticulate and able to communicate on all levels

Does that sound like you? If so, we'd love to see your CV.

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The Package:

Basic salary:

Up to £35,000 per annum

Bonus:

A personal bonus of up to £7,000 per annum is also available if you hit your targets

Benefits include:nPrivate medical insurancenStaff bonusnExam support

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The Company:nThe business you'll be working for is a Wealth Manager.

They're a great company to work for. People join them for many reasons, such as they:nOffer excellent professional development so ideal for career focussed individualsnHave a clearly supportive and high performance culturenOperate in a socially responsible way and are built around supporting community development

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Interested? If you think you're right for this Client Services Associate role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews.