Client Services Associate - Page Personnel Finance : Job Details

The Client Services Associate is a pivotal role for maintaining strong relationships with clients in the financial services sector, ensuring their needs are met and their expectations are exceeded.

Client Details

Our client is a leading player in the Investment Management space and has seen strong growth year on year since their founding.

Description

• Enquiry Management - handling inbound calls and emails from our clients and delivering industry leading client service quality to our stakeholders. Working alongside your colleagues and the wider business on the team to source answers
• Client Communications - ensuring the highest degree of care and accuracy when producing, checking and distributing regular client communications
• Change Management - using initiative to interrogate how we do things and acting as a key contributor to process improvement on the team with a focus on improving our client experience
• Project work - Being involved in a variety of exciting projects alongside your daily duties

Profile

A successful Client Services Associate should have:

• A degree in a relevant field such as finance, business or economics.
• Proven experience in a client-facing role within the financial services industry.
• Experience answering inbound queries from clients through both phone and mailbox
• Excellent written communication skills

Job Offer

• A competitive salary package in the range of £40,000 - £46,000 per annum.
• The opportunity to work in a vibrant and professional environment within the financial services industry.
• The chance to develop your skills and career within a leading financial services company.