Client Services Associate

Client Services Associate

My client, a financial services firm who offer a range of bespoke financial services for a wide variety of client types, based in the city, are looking for a Client Services Associate.

As a Client Services Associate you will be responsible for:

* Meeting clients’ needs
* Achieving business goals and personal KPIs
* Reporting to corporate clients
* Resolving any issues that arise
* Processing ISA transfers where necessary
* Processing investments and general fund administration

The skills you will require:

* Previous experience working in a client services/data administration role
* Know
* Exceptional level of accuracy
* Attention to detail
* Good time management
* Excellent customer care skills
* Commitment to ongoing professional development

Please contact me ASAP on 02038460802 or [email protected] if you are interested in discussing this excellent opportunity.

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