Client Liaison Support (Financial Services)

Posted 15 February by Cathedral Appointments Ltd
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Client Liaison Support - Our client provides expertise and specialist accounting advise to a wide range of business across the South West. The main purpose of this role is to provide all aspects of admin support to a team of financial planners generating and maintaining excellent customer service. This is a varied role and requires someone who is confident at dealing with people at all levels within a professional capacity.


  • Develop and maintain excellent relationships with all clients of the business, continually seeking to enhance the profile of the Company.
  • Ensure all processes, procedures and client communications are conducive to a high standard of customer care.
  • Act as main point of contact for both new enquiries and existing client queries.
  • Arranging appointments, organising logistics and liaising with clients as required
  • Raising invoices and providing accounts support
  • Issuing client letters of engagement and producing client reports
  • Maintaining client database
  • General administration including scanning/filing documents, binding and archiving documents and sorting the post as needed


  • Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths
  • Computer literate, with working knowledge of Microsoft Office
  • Experience using Intelligent Office desirable but not essential
  • Efficient, methodical, organised, punctual and able to work independently
  • Creative thinker, to be able to come up with new ideas to improve customer service standards
  • A keen attention to detail
  • Able to work under pressure and prioritise workloads to meet client expectations
  • Customer service and administration experience

This is a varied role and requires a self-motivated individual who can prioritise their own workload and think on their feet. If you offer experience of working within a financial services environment, then this would be a distinct advantage.

Keywords: Financial Services jobs, Financial Administration jobs, Client Liaison job, Finance Jobs, Finance jobs Torquay, Financial Services jobs Torquay

Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.

Reference: 37298819

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