
Exceptional Client Service Representative
3 days ago
We are seeking a highly motivated and organized Client Service Associate to join our team.
Key Responsibilities- Support the Financial Planning team in delivering exceptional client service
- Manage sales pipelines end-to-end
- Conduct research to find required information for client financial plans
- Create, maintain, and enter information into databases
- Understand and address client enquiries in a timely fashion
- 1+ years of experience in a similar role
- Membership of LIA or IOB
- Up-to-date CPD in line with qualifications and regulatory requirements
- A competitive basic salary and bonus structure
- Maternity and paternity leave benefits
- Loyalty service leave
- Pension contributions
- Life cover and permanent health insurance
- Membership and exam fees
- Employee assistance programme
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