Client Service Associate

7 days ago


London, United Kingdom Jigsaw Financial Full time
About the Role

We are seeking a highly skilled Client Service Associate to join our team at Jigsaw Financial. As a key member of our client-facing team, you will be responsible for developing and maintaining strong relationships with our financial adviser partners.

Key ResponsibilitiesPortfolio Administration
  • Client Service Delivery: Provide exceptional service to our clients and their financial advisers, ensuring that all instructions are processed efficiently and accurately.
  • Process Management: Adhere to all processes and procedures, meeting daily deadlines and ensuring compliance with regulatory requirements.
  • Risk Management: Identify and escalate any risks or errors that may impact our service or business operations.
Relationship Management
  • Relationship Building: Develop and maintain strong relationships with our financial adviser partners, understanding their business models and needs.
  • Key Account Management: Own and manage relationships with several key adviser firms, providing tailored support and service.
RequirementsEducation and Knowledge
  • Essential Qualifications: GCSE Level or equivalent, with a minimum grade 'C' in English and Maths.
Experience
  • Essential Experience: Previous experience in a client-facing or customer service role.
  • Desirable Experience: Experience in providing direct service to financial advisers, with a minimum of 18 months' experience in the financial services industry.


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