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Client Services Assistant – Financial Services

London (City of) SALARY: £14 - £14 PER: Hour TERM: Temporary

Client Services Assistant - Financial Services
Temp to perm

My client is a boutique Independent Financial Advisory Firm with offices in the City, near St Pauls, and they are looking for someone who wants to kick-start their career within Financial Services.

This is a fantastic opportunity for someone with a strong interest in moving into Financial Services to join a knowledgeable team. The company are well-respected and committed to exceeding client expectations.

Full training will be offered and in return, they are looking for someone who is/has:

  • Educated to degree level
  • A strong interest in Financial Services
  • Impeccable attention to detail
  • Very good written and spoken communication skills
  • An engaging and professional telephone manner
  • A systematic and methodical approach to work
  • Strong time management and the ability to multi-task
  • A good team player
  • A hardworking and positive attitude
  • Advanced knowledge of Word and Excel, with the ability to learn new software

The main duties of the roll fall into three areas:

Client Services:

  • Providing a high level of aftercare to all existing clients
  • Supporting the IFAs (Independent Financial Advisors) with information requests
  • Organising and managing campaigns throughout the year to ensure relevant allowances are used
  • Assisting with top-ups, transfers and with-drawls
  • Managing the client annual review process
  • Sending quarterly valuation reports to all clients

Data Processing:

  • Inputting and updating client information into the company CRM
  • Generating reports to monitor company performance
  • Developing CRM processes to improve general efficiency
  • Utilising mail merges to clients


  • Attending seminars and complete exams
  • Completing Management Information (MI)
  • Internal and external file checks

 If this role is of interest and you have the above skillset and desired experience, please apply now!

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POSTED: 30 Sep 2021 JOB ID: CSECS23632

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