Client Service Associate

2 months ago


London, UK, United Kingdom Jigsaw Financial Full time

Role overview:

  • Develop and manage relationships with independent financial advisers, through market leading service and support.
  • Process client and adviser firms' instructions efficiently, getting them right first time.
  • Focus on personal development and initiatives that continually improve the service to advisers.

Job Responsibilities

Portfolio Administration

  • Answering calls promptly, providing them with high quality service. Aiming to supply all the information needed on the first call efficiently and accurately.
  • Carrying out instructions received via post, online and e-mail.
  • Adhering to all processes and meeting daily deadlines, ensuring our service is consistent and the business is compliant with FCA regulations.
  • Understanding the risks and governance requirements for the Group and adhere to the controls in place, flagging and escalating risks and errors that you find.

Relationship Management

  • Managing & Developing relationships with the financial adviser firms based in the region of the UK.
  • Understanding the different business models of the Adviser firms that you manage.
  • Owning and managing relationships with several key adviser firms.

Education & Knowledge Requirements

Essential:

  • Educated to GCSE Level or equivalent, with at least a ‘C’ in English and Maths

Desirable:

  • Financial Services Qualification (IOC, CFP)
  • Knowledge and understanding of ISAs and Pensions
  • Basic knowledge and understanding of Unit Trusts, OEICs, ETFs and equities
  • Knowledge of Onshore and Offshore Bonds
  • Knowledge of structured products, fixed interest products and Investment Trusts

Experience Requirements

Essential:

  • Previous experience in client facing or customer service-based role

Desirable:

  • Experience of providing direct service to financial advisers
  • Minimum of 18 months financial services experience


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