Client Services Associate

Financial Services Administrator
Liverpool
£19,000 - £22,000 + Benefits

One of the leading and highly regarded UK wealth and investment management services providers are offering the excellent opportunity of joining their team, based in Liverpool.

Fundamentally, the successful candidate will be delivering first class, compliant, affective and efficient service to both internal and external clients.

Core responsibilities involve:
* Ensuring that company policy and procedures are upheld at all times
* Processing all new business in accordance with company processes
* Producing quotations and requesting illustrations
* Accurately recording all client facing time/Diary Management
* Requesting policy information
* Coordinating and producing client valuations

Certificate in Financial Administration or equivalent is essential.

If you meet the criteria above and for further information, please contact Antonia Mihaylova for a confidential discussion at Search Financial Services on or send your most recent CV to .