Financial Services Account Manager
3 days ago
This Client Associate position offers an excellent opportunity to join a fast-growing business and take ownership of client accounts. As a key member of the team, you will be responsible for managing schemes and clients from end-to-end, providing exceptional service and ensuring compliance with regulatory requirements.
Responsibilities
- Handle client queries and provide solutions in a timely manner
- Manage client relationships and build trust
- Ensure accurate calculation and payment of retirement and death benefits
- Process contributions, transfers, investments, and scheme asset valuations
What We Offer
- Competitive salary up to £35,000
- Flexible hybrid working arrangements
- Opportunities for coaching and mentoring
- Comprehensive benefits package including 25 days holiday + birthday off
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