Client Services Assistant

£18500 - £22500 per annum
06 Feb 2017
06 Mar 2017
Recruitment Genius Ltd
Public Sector
Customer Service
Job Level
Contract Type
Full Time
A Client Services Assistant is required to join a small financial services firm based just round the corner from St. Paul's. Trading since 2008, this friendly and knowledgeable financial firm are proud to be one of the few businesses in the City to have been awarded the 'Chartered Status' putting them in the top 5% in terms of professionalism and qualifications. Now employing 11 people, they are able to give first rate advice covering investments, pensions, mortgages and protection.

The Role

Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.

Client Services

- Provide a high level of aftercare to all existing clients;
- Support the advisers with information requests as required;
- Organise and manage campaigns throughout the year to ensure that relevant allowances have been used;
- Assist with top-ups, transfers and withdrawals;
- Manage the client annual review process;
- Send quarterly valuation reports to all clients;

Data Processing

- Input and update client information into our CRM;
- Generate reports to monitor company performance;
- Develop CRM processes to improve general efficiency;
- Utilise mail merges to contact clients for any unused allowances and annual review reminders;

Ad hoc tasks

- Continuous Professional Development (CPD);
- General office duties.


They need a bright, organised graduate that can demonstrate:
- Very good written communication skills;
- Engaging and professional telephone manner;
- Time management and the ability to multi task;
- Attention to detail - essential;
- A systematic and methodical approach to tasks;
- IT literacy (knowledge of MS Office and the ability to learn new software);
- Numeracy skills;
- A hard working and positive attitude;
- Previous work experience in an office environment is preferable.


On completion of probation the following will be made available:
- Quarterly bonus scheme
- Annual exam allowance
- Private Medical Insurance
- Virgin Active gym membership
- Pension scheme
- Company foreign holidays

This is a great opportunity to join a small and friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change.

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