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The Client Services Associate role involves providing exceptional customer service by handling client enquiries, supporting operational procedures, and contributing to process improvements.
Client Details
The client is a growing investment manager that works with financial advisers, retail investors, nominees, banks, and high-net-worth individuals. They are based in the City of London and are seeking a Client Services Associate to join their expanding team.
Description
- Enquiry Management - Managing inbound calls and emails from clients, delivering exceptional customer service, and collaborating with colleagues and wider teams to provide accurate information.
- Client Communications - Ensuring client communications are produced, reviewed, and distributed with the highest level of care and accuracy.
- Change Management - Proactively identifying opportunities to improve processes and contributing to initiatives that enhance the client experience.
- Project Work - Participating in a range of projects alongside regular daily responsibilities.
Profile
The ideal Client Services Associate candidate will have:
- A strong telephone manner with solid experience in client servicing within financial services.
- Excellent written English and strong attention to detail.
- A proactive, can-do attitude with a desire to learn and develop.
- The ability to build relationships and take an interest in the company's future direction.
Job Offer
The role offers a supportive company culture where employee contributions are valued. Successful candidates will receive comprehensive training, performance recognition, and opportunities to participate in process improvements and enhance client service delivery.
