Connecting...

Back to results list

Senior Client Service Associate (Wealth Management)

Location: STOCKPORT, CHESHIRE Salary: 28000.00 - 30000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: 3083994
My client are a very prestigious and well established firm of Wealth Planners is actively looking to recruit a Senior Client Service Associate for their Cheshire branch.

Job Purpose:
The role provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities:
• To manage the team in the absence of the Service Delivery Manager (SDM).
• To provide support to the SDM with coaching and mentoring of the wider team, to include assisting with new starter training.
• To assist the SDM with interviews for new staff members
• Represent Client Services as a subject matter expert in projects as and when required.
• Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
• Preparation for client meetings, including valuations and 3rd party policy information, and to attend these meetings as and when required.
• Process all business in line with required processes, includes pipeline management.
• Maintain client records in accordance with internal Compliance requirements.

Skills and Qualifications:
• 5 years+ of operational experience within the financial services industry.
• A proven strong ethic of client service
• Full Certificate in Financial Administration or equivalent (or working toward)
• Proficient IT skills in core Microsoft Office systems.



Similar jobs