Client Services Assistant, Financial Services

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

Ad-hoc:

• 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!!