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Client Services specialist

Location: LIVERPOOL, MERSEYSIDE Salary: 21000.00 - 25000.00 GBP Per Annum
Sector: Business Support Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: about 2 months ago Reference: 3261185
An exciting opportunity for a Client Services specialist 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 specialist to join their well-established team.

Salary: Competitive Salary PLUS Excellent Benefits Package.
This role is integral to the business - you will be the first point of contact providing exceptional customer service for employees seeking guidance and advice over the telephone, as well as the providing technical support to both clients and our regulated Investment Advisers.


Duties Include:

Liaising with existing clients handling technical queries in matters relating to the management of their personal wealth
Liaising with our professional investment advisers and portfolio managers in order to provide clients with support
Making and receiving calls to and from employees of large companies and pension schemes in response to their attendance on educational seminars
Diary and activity management on behalf of our regulated investment advisers (using internal systems) in dealing with our clients
Overseeing the timely preparation and delivery to clients of their personal investment reports within internal SLAs
Overseeing the timely preparation and delivery to clients of their personal pension transfer and management reports

An Ideal Candidate will have:

Strong written and verbal communication skills to respond to requests from employees at all levels within an organisation from new joiners to main board directors
Customer focussed attitude
Ability to work to deadlines
Time management
Organisational skills
Good attention to detail
Ability to work on own and as part of a team


Desirable Skills/Qualifications:

Experience within financial services
Experience of client relationship management
Awareness of UK regulatory environment
Professional financial services qualifications
Willingness and desire to study towards and attain professional financial qualifications
Aspirations to succeed and develop a rewarding career that can lead to significant
personal progression
Diploma in Regulated Financial Planning


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