Client Service Associate - eFinancialCareers : Job Details

Role overview: 

• Develop and manage relationships with independent financial advisers, through market leading service and support. 
• Process client and adviser firms' instructions efficiently, getting them right first time. 
• Focus on personal development and initiatives that continually improve the service to advisers.

Job Responsibilities

Portfolio Administration

• Answering calls promptly, providing them with high quality service. Aiming to supply all the information needed on the first call efficiently and accurately.
• Carrying out instructions received via post, online and e-mail.
• Adhering to all processes and meeting daily deadlines, ensuring our service is consistent and the business is compliant with FCA regulations.
• Understanding the risks and governance requirements for the Group and adhere to the controls in place, flagging and escalating risks and errors that you find.

Relationship Management

• Managing & Developing relationships with the financial adviser firms based in the region of the UK.
• Understanding the different business models of the Adviser firms that you manage.
• Owning and managing relationships with several key adviser firms.

Education & Knowledge Requirements

Essential:

• Educated to GCSE Level or equivalent, with at least a ‘C’ in English and Maths

Desirable:

• Financial Services Qualification (IOC, CFP)
• Knowledge and understanding of ISAs and Pensions
• Basic knowledge and understanding of Unit Trusts, OEICs, ETFs and equities
• Knowledge of Onshore and Offshore Bonds
• Knowledge of structured products, fixed interest products and Investment Trusts

Experience Requirements

Essential:

• Previous experience in client facing or customer service-based role

Desirable:

• Experience of providing direct service to financial advisers
• Minimum of 18 months financial services experience