Client Services Associate

This 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 financial services provider that works with financial advisers, retail investors, nominees, banks, and high-net-worth individuals. The are based in the City of London and are continuing to grow and develop.

Description

The Client Services Associate's duties include:

• 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 candidate will have:

• A strong telephone manner with solid experience in client servicing.

• 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 Client Services Associate 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.