Job Information

Our Clients`, a wealth management and custodian firm, similar to a private bank requires a professional full time Client Services Administrator.

Client Services Associate
City of London
Our Clients` are a fast growing and innovative Financial Services business in the city and due to continued growth an exciting opportunity has arisen within their Client Services team.

Overall Purpose
To maximise the effectiveness of the Client Services team by answering all incoming queries. To provide a high level of support to our sales team by ensuring all queries are responded to in an efficient, professional and timely manner.
Role Summary
As a member of the Client Services team you will be responsible for;
Answering all incoming calls and queries from retail clients, IFAs & platforms
Monitoring and documenting queries, and ensuring databases are kept up to date
Compiling and checking month end progress reports
Assisting Business Development/Sales teams on a daily basis

Skills
Confidence in building strong working relationships, both internally and externally
Ability to persuade, influence and negotiate effectively at all levels Professional phone manner with a consultative approach and tone of voice

Requirements
At least 1-2 years working within a client services/relationship management role in finance, insurance or a related industry
Experience of working with contact databases (CRM systems)