Liaison Officer

3 weeks ago


England, United Kingdom MERJE Ltd Full time

Our client, a leading Wealth Management firmare looking for a Client Liaison Officertojoin the Client Service team on a permanent basis.
Amending static data in Avaloq as and when required.
Completing call-backs in line with company procedures regarding static data and payments.
Ensuring all aspects of CRM issues are complete.
Dealing with e-mail and telephone requests from both internal and external parties.
Completing additional projects as and when required.
Undertake and record relevantContinuous Professional Development (CPD) to develop knowledge and skills.
Previous customer services and administration experience within Financial Services sector
Proficient in Word, Excel and Outlook
Excellent knowledge of internal procedures and processes (full training to begiven)
High level of accuracy/attention to detail – quality output.



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