Client Liaison Officer

2 months ago


Blackpool, United Kingdom Fylde Office Service Bureau Ltd Full time

We are recruiting on behalf of a succesfull company based in Blackpool.
- **Permanent**:

- **Monday - Friday (8.30am - 17:00pm)**:

- **£20,000-£22,000 (based on skills & experience)**:

- **Training will be provided for the use of internal systems**

Provide liaison service between Wealth Advisor and Operations Centre in Blackpool, third parties and also clients by ensuring that all queries are dealt with in a timely and efficient manner, by demonstrating a proactive approach and taking responsibility to ensure that the resolutions of issues are seen through to the end.

**Competencies**
- Excellent communication
- Attention to detail
- Good ability to work as part of a team
- Proficient in Word, Excel and Outlook
- Ability to work unsupervised.

**Role Responsibilities**
- Amending static data in Avaloq as and when required
- Completing payment requests, internal transfers, through liaison with internal and external parties
- Completing call-backs in line with company procedures regarding static data and payments
- Completing general ISA Administration in line with HMRC procedures
- Ensuring all aspects of CRM issues are complete
- Providing technical support for Wealth Online to clients, colleagues and intermediaries
- Processing transfers in and out relating to GIA and ISA, requesting valuations, chasing counterparties and completing transfer once received back from Operations
- Completing additional projects as and when required
- Completing general administration tasks, in support of the role including scanning and clearing work trays, in a timely manner

**Salary**: £20,000.00-£22,000.00 per year

**Benefits**:

- Cycle to work scheme

Schedule:

- Monday to Friday

Work Location: One location



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