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Rebecca Poulter Recruitment Limited
,
London, Greater London
Client Services Associate
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Join this investment firm in London, you will support the day to day running of the business as well as acting as the front line of support to Clients. You will deal with Financial Advisors, retail investors, nominees, banks and high net worth individuals. To apply for the client services associate position the candidate will have an exceptional approach to client service who understands that the needs of clients. Within the client services team a can do attitude and a supportive approach to team members are essential attributes. A wealth of financial services experience is not a prerequisite in applying for the role but a desire to develop skills and knowledge within a demanding work environment is critical. Excellent telephone manner and solid experience in servicing clients on the phone is required. A very good command of written English is also imperative as you will be responsible for dealing with client email enquiries on a daily basis. The candidate will be able to resolve client/financial intermediary enquiries to the highest standard. They will display diligence by bringing a high level of care and attention to even the most basic task and will demonstrate their intelligence through an ability to pick up new things quickly. The candidate will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the future direction of the firm. Enquiry management, handling inbound calls and emails from the client and delivering industry leading client service quality to the stakeholders, working alongside your colleagues and the wider business on the team to source answers. Client communication, ensuring the highest degree of care and accuracy when producing, checking and distributing regular client communication. Change management, using initiative to interrogate how to do things and acting as a key contributor to process improvement on the team with a focus on improving the client experience. Being involved in a variety of exciting projects alongside daily duties including current IT projects, which will include CRM upgrade. The company offers training and development within the team and will receive product and organisational overviews from across the business. The nearest tubes are Great Portland Street, Warren Street or Marylebone Tube Station