Client Relations Specialist
4 weeks ago
E-Fab Recruitment is seeking a dedicated Client Relations Specialist to join our dynamic team. This role is pivotal in supporting our clients in the Financial Services sector as we embark on an exciting growth journey.
Key Responsibilities- Preparation: Collaborate with Financial Advisors to ensure thorough pre-meeting and pre-contract preparations. This includes conducting research on clients' current financial arrangements and generating compliant documentation, illustrations, and application forms.
- Processing: Assist in the completion of new business application forms and proposals, as well as manage activities related to existing clients, such as fund switches, withdrawals, and policy assignments.
- Client Information Management: Accurately record and update client information in our back-office system, ensuring all actions required post-client review meetings are completed efficiently.
- Office Administration: Provide essential support in the development and maintenance of the firm’s standard operating procedures, alongside general office administration tasks.
As part of our commitment to continuous improvement, the Client Relations Specialist will occasionally engage in various projects throughout the year, assisting the Management Team as needed.
Required Skills- Proficient in utilizing a range of software applications, particularly MS Office.
- Exceptional written and verbal communication abilities.
- Prior experience in a Financial Services environment is advantageous.
The salary for this position ranges from £29,000 to £32,000, complemented by an annual bonus structure.
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