Client Services Associate

Posted 7 March by KennedyPearce Consulting Easy Apply

My client, a financial services firm who offer a range of bespoke financial services for a wide variety of client types, based in the city, are looking for a Client Services Associate.

As a Client Services Associate you will be responsible for:

  • Meeting clients' needs
  • Achieving business goals and personal KPIs
  • Reporting to corporate clients
  • Resolving any issues that arise
  • Processing ISA transfers where necessary
  • Processing investments and general fund administration

The skills you will require:

  • Previous experience working in a client services/data administration role
  • Know
  • Exceptional level of accuracy
  • Attention to detail
  • Good time management
  • Excellent customer care skills
  • Commitment to ongoing professional development

Please contact me ASAP on or if you are interested in discussing this excellent opportunity.

Reference: 34629398

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