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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: N/A
Posted: 20 days 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 Rebecca.Hunt@reedglobal.com as soon as possible to be sure to not miss out on this opportunity.


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