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Client Services Associate

Posted 28 February by Claret Recruitment Easy Apply Ended

This position presents a real opportunity for an ambitious individual looking to join a growing and lively business, and develop their career within a busy and enthusiastic Client Services Team. The successful candidate will champion exceptional service and ensure quality suupport is given to the company's corporate clients, in line with SLAs and T&Cs.

Key Responsibilities:

  • Meeting clients’ needs as well as achieving business goals and personal KPIs
  • Reporting to corporate clients as per determined SLAs and resolving any issues that arise
  • Processing ISA transfers where necessary
  • Processing investments and general fund administration
  • Complying with all existing company systems, procedures and working practices
  • Providing administrative support as required


What we need from you - Skills & Requirements:

  • Exceptional level of accuracy and attention to detail
  • Ability to demonstrate initiative and work under pressure
  • Good time manager, delivering against requirements of SLA’s
  • Highly organised with the ability to prioritise tasks accordingly
  • Excellent customer care skills with an approachable and helpful disposition
  • Ability to work in a team and independently where required
  • Previous experience working in a client service/data administration role
  • Knowledge and interest of Financial Services is strongly desirable
  • Professional, with a positive attitude
  • Commitment to ongoing professional development

Reference: 34235307

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