Our client a leading Wealth Management firm are looking to hire a Senior Associate to join their team.
1. Act as a first point of contact for prospective clients, offering assistance with the account opening process and transfer of existing pension funds
2. Providing ongoing customer service to existing clients
3. Contribute to projects and process improvements as required
4. Working with other departments setting up new pension accounts with prospective clients and Trustees and all associated tasks and queries.
Requirements
5. Third Level qualification in a business-related discipline.
6. Undertaking or have attained QFA qualification.
7. 2-3 years in a customer service role
8. Excellent customer service skills
9. Persuasive, enthusiastic, outgoing nature with an ability to quickly build rapport with customers and Trustees