Client Service Associate
1 month ago
Client Service position within Global Asset Manager supporting Pension clients
- 12 month contract with excellent progression opportunities
**About Our Client**:
Global Asset Manager specifically focused around Personal Investor Clients.
- Ensure that all client enquiries are responded to within defined service levels and in line with standards. Ensure the timely and accurate processing of all transaction requests. Accountable for ensuring that clients receive a level of service appropriate to their needs.
- Communicate optimally with clients and third parties keeping them informed of change/issues etc.
- Collaborate closely with contracted third party on service delivery.
- Assess client needs, expectations and behaviours as a basis for recommending service enhancements. Influence critical initiatives to ensure that the company provides client service that exceeds expectations. Supports continuous improvement initiatives for internal and external processes and services.
- Ensure that policies and procedures are continually followed and that key business unit indicators are met.
- Proactively handle internal client relationships (i.e., Sales, Legal, Compliance, Operations, Service providers, Fund Financial Services and Systems Integration) to ensure support for clients' needs.
- Maintain an appropriate level of industry knowledge including keeping current on company policies and objectives.
- Strong awareness of industry competition, including types and levels of service offered. Reviews client satisfaction measurement results and driven measures.
- Handle client data for internal recordkeeping purposes. Produces management information and internal updates on client activity.
**The Successful Applicant**:
6-12 months experience within a customer or client facing role in Financial Services.
Knowledge of Pension and Investment products.
Excellent communication skills.
**What's on Offer**:
Competitive day rate - equivalent of £45k annual salary
Excellent benefits.
Training and support.
Progression opportunities
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