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Client Services Assistant, Financial Services

London (City of) SALARY: £22 - £28 PER: Annum TERM: Permanent

Client Services Assistant, Financial Services

City of London

Temp to perm

£28k including quarterly bonus once perm


My client is a boutique Independent Financial Advisory Firm with offices in the City, near Bank, 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 Financial Services to join a knowledgeable team in a well-respected company where the whole team are committed to exceeding client expectations.


On completion of a successful probation period, the company offer a generous quarterly bonus, annual exam allowance, private medical insurance, pension scheme and gym membership with Virgin Active. They also host annual 5* company trips overseas and in the past have been to New York, Las Vegas and skiing in Val Thorens!


Whilst temp, this role will be paying £11 per hour and once permanent, would be offering £22k, plus a quarterly bonus, taking the full compensation to approximately £28k.


To give the best training and opportunity to succeed in this role, they are keen for the successful candidate to work from the office 5 days a week.


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


  • Educated to degree level; ideally in Economics, Mathematics or Business related
  • 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 role itself will, in the main, be broken down into 3 sub-sectors;


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: 21 Jun 2022 JOB ID: CCIFA26167

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