Delivering Exceptional Client Service
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Job Summary:
We are seeking a highly motivated and organized individual to join our client services team.
Key Responsibilities:
* Support the Financial Planning team in delivering a full client service proposition.
* Manage sales pipelines and conduct research to gather information for client financial plans.
* Understand and address client enquiries in a timely fashion.
* Maintain accurate records of client interactions and update databases as necessary.
Requirements:
* At least 1 year experience in a similar role.
* Membership of LIA or IOB.
* Up-to-date CPD in line with qualifications and regulatory requirements.
This is an excellent opportunity for individuals looking to develop their skills in customer service and administration. As a Junior Client Service Associate, you will work closely with experienced colleagues and contribute to delivering exceptional service to our clients.