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Client Service Associate

2 months ago

Marlow, United Kingdom Progeny Full time
{"h1": "Client Executive Role at Progeny", "p": "As a Client Executive at Progeny, you will collaborate with Financial Planners and Paraplanners to deliver exceptional client outcomes. With excellent interpersonal and client care skills, you will build and maintain relationships across the business, striving for outstanding standards of client service.

This is a temporary position with a contract length of up to 15 months.

**Key Responsibilities:**

* Develop a comprehensive understanding of Progeny's offerings, operational processes, and procedures within defined Service Level Agreements (SLAs).
* Prepare, process, and support new business and the onboarding of new clients; processing and submitting a range of pensions, life assurance, and investment business.
* Prepare, process, and support the annual review journey.
* Ensure client data is accurate and up to date on both back office and provider systems.
* Act as the primary point of contact for clients, addressing their needs and inquiries within documented SLAs.
* Help to manage planner diaries and organise client meetings when required.
* Support administrative tasks and processes within specialist areas, including Employee Benefits, Final Salary, and Mortgages.

**Skills, Knowledge and Expertise:**

* Experience in a supporting role within a financial service setting.
* Experience working in a client-facing role.
* Diploma in Financial Planning or working towards (desirable).
* Working towards CeMAP (Mortgages; desirable).
* Comprehensive knowledge of various provider platforms and their transactional requirements.
* Excellent interpersonal and client care skills.
* Exceptionally organised and self-directed with strong time management abilities.
* Thorough understanding of the financial services industry, including regulations.

**Benefits:**

* 30 days holiday plus public holidays
* Wellbeing day
* Birthday holiday
* Volunteering day
* Private medical insurance, 24/7 digital GP and health advice
* Employee assistance programme providing support for your mental and physical health
* Group pension scheme
* Life assurance scheme
* Eyecare vouchers
* Family leave
* Hybrid working
* Referral scheme

At Progeny, we create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.

We are committed to making a positive impact on our community and the environment.

If you are passionate about delivering exceptional client service and want to be part of a dynamic and forward-thinking team, we encourage you to apply for this exciting opportunity.

Please refer to our job description to review the responsibilities and person specification in more detail.

We look forward to hearing from you

Best regards,
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