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Client Services Adviser

Location: LIVERPOOL, MERSEYSIDE Salary: 16000.00 - 20000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 11 months ago Reference: 3083369
An exciting opportunity for an experienced Client Services Adviser to join an innovative leading Organisation in Wealth Management!

This organisation is a leading provider with an excellent reputation of delivering real results for its clients. They provide a rounded service and are looking for a hard working Client Services individuals to join their well-established team.

This is a Client Facing role and you will be an initial point of contact for employees of large corporations and public organisations seeking guidance or advice.

Salary: Competitive Salary PLUS Excellent Benefits Package.

Duties Include:

• Liaising with existing clients handling technical queries relating to personal wealth.
• Liaising with investment advisers and portfolio managers to provide clients with support.
• Making and receiving call to and from employees of large companies and pension schemes.
• Management of diary and activity on behalf or regulated investment advisers in dealing with our clients.
• Preparing reports and delivering these to clients around personal investments within SLA.
• Preparing reports and delivering these to clients around personal pension transfer and management reports within SLA.

An Ideal Candidate will have:

• Strong written and verbal communication skills.
• Exceptional interpersonal skills.
• Customer focused.
• Ability to work towards deadlines.
• Time management.
• Good attention to detail.
• Ability to work on your own and as part of a team.
• Experience working within financial services or working within a Wealth Management or Pensions role.

If this sounds of interest, please contact Rebecca Hunt on 0161 833 2033 or by email on as soon as possible to be sure to not miss out on this opportunity.

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