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Client Service Associate
- Location: Newcastle
- Job Type: Full-time
- Salary: £26,000 - £32,000
We are seeking an experienced Client Service Associate with a background in financial services to join a dynamic team. The ideal candidate will have proven experience in an IFA environment and a strong commitment to providing excellent client support while streamlining administrative processes.
Day-to-day of the role:
- Provide day-to-day support and servicing of clients as part of the Client Service Team.
- Demonstrate diligence and the ability to multi-task and prioritise workload in adherence to TCF principles.
- Assist Advisers in preparing for client meetings, including the preparation of reports, provider forms, and policy and fund information.
- Address all system-generated tasks promptly and report any overdue tasks to the manager, explaining reasons for delays.
- Manage the annual review process from allocation to issuance of the meeting pack.
- Prepare review documentation and/or annual suitability reports.
- Liaise with advisers to clarify incomplete or unclear information.
- Perform additional duties as assigned.
Required Skills & Qualifications:
- Experience within a Financial Services environment.
- Proven work experience as a Financial Administrator or similar role.
- Strong organisational and time management skills.
- High level of accuracy and attention to detail.
- Quick learner with strong communication skills.
- Strong relationship-building skills.
- Ability to work efficiently in a fast-paced environment.
- Client service focus.
- Proficiency in Microsoft Office.
Benefits:
- 28 days annual leave, plus bank holidays
- Group life assurance (4 x basic annual salary)
- Income protection
- Private medical insurance
- Healthcare cash plan
