Client Services Liaison
3 weeks ago
Fundment, a leading wealth infrastructure company, is seeking a Client Services Liaison to join its Platform Operations Team. As a key member of this team, you will be instrumental in supporting financial advisers as they transition to the Fundment platform.
This position involves providing comprehensive support and guidance to ensure a seamless transition process. Your attention to detail, self-motivation, and ability to thrive in a fast-paced environment will enable you to excel in this role.
Key responsibilities include:
- Providing first-point-of-contact support for financial advisers
- Responding to email and telephone queries regarding platform usage, transfer submissions, payment allocations, and processing of financial products
- Collaborating with product providers to resolve complex issues
We offer a competitive salary of £40,000 - £50,000 per annum, commensurate with experience.
Required Skills and QualificationsTo succeed in this role, you will require:
- A minimum of 2 years' experience in a client services role within financial services or a similar environment
- Strong knowledge of tax wrapper products and administration
- Excellent communication skills and problem-solving abilities
- Proficiency in using technology and software tools
We are committed to providing a flexible and supportive work environment, where collaboration and trust are valued.
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