Client Services Assistant

3 weeks ago


Liverpool, United Kingdom CSP U.K. LTD Full time

We are seeking a highly motivated and detail-oriented individual to join our team as a Client Representative. As a Client Representative, you will be responsible for analyzing client needs, providing exceptional customer service, and ensuring client satisfaction. This is an excellent opportunity to work in the financial services industry and contribute to the success of our organization.

**Responsibilities**:

- Analyze client requirements and provide appropriate solutions
- Communicate with clients to understand their needs and address any inquiries or concerns
- Collaborate with internal teams to ensure timely and effective resolution of client issues
- Prepare reports and presentations for clients, highlighting key insights and recommendations
- Conduct regular client meetings to review performance, discuss new products or services, and identify opportunities for growth
- Stay up-to-date with industry trends and developments to better serve clients

**Requirements**:

- Proven experience in a client-facing role, preferably in the financial services industry
- Strong analytical skills with the ability to interpret complex data and make informed decisions
- Excellent communication skills, both written and verbal, with the ability to effectively communicate with clients at all levels
- Strong problem-solving skills and the ability to think critically
- Ability to work independently as well as collaboratively in a team environment

**Job Types**: Full-time, Permanent

Pay: From £25,715.23 per year

**Benefits**:

- Company events
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to commute/relocate:

- Liverpool: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

Application deadline: 28/05/2024



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