Client Liaison Officer

Posted 22 April by The Recruitment Co
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The Recruitment Co are currently recruiting for Client Liaison Officer to work for an established, growing business in the Blackpool area.

Client Liaison Officer salary: £23,400

Client Liaison Officer hours: 37.5 hours per week (Monday - Friday) 9am - 5pm

Client Liaison company benefits:

  • Car Parking
  • Up to 7.5% matching pension scheme
  • Private Medical Insurance
  • Medical Cash Plan
  • Life Assurance
  • Income Protection
  • Cycle to Work Scheme
  • 25 days holiday + Bank Holidays



Client Liaison Officer Roles and responsibilities:

  • Amending static data in Avaloq as and when required
  • Completing payment requests, including internal transfers, through liaison with internal and external parties.
  • Completing call-backs in line regarding static data and payments.
  • Completing general ISA Administration in line with HMRC procedures.
  • Ensuring all aspects of CRM issues are complete.
  • Dealing with e-mail and telephone requests from both internal and external parties.
  • Log incoming cheques in line with CASS requirements.
  • Actioning fee requests and amendments as requested.
  • Completing additional projects as and when required.
  • Completing general administration tasks, in support of the role including scanning and clearing work trays, in a timely manner.
  • Be proactive in developing your knowledge of the industry and the market.
  • Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.


Client Liaison Officer Qualifications / Experience Required:

  • Ability to work unsupervised.
  • Effective communicator.
  • Good organisational skills.
  • High level of accuracy/attention to detail - quality output.
  • Ability to work effectively as part of a team
  • Proficient in Word, Excel and Outlook
  • Excellent knowledge of internal procedures and processes (full training to be given)
  • Good working knowledge of the Avaloq system (full training to be given)



If this sounds of interest, please do feel free to apply through the link below, or alternatively please do get in touch on , or drop me a message on LinkedIn - in/harry-greenhalgh/ and I will be happy to discuss further!
The Recruitment Co are an equal opportunities employer.
CPBlackpoolOther

The Recruitment Co. is an equal opportunities employer and we're committed to diversity and inclusion in the workplace.

Reference: 52515957

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