Client Services Associate

Posted 16 October by Dynamite Recruitment Solutions Ltd
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Customer Services Associate
£22,000 - £26,000

Dynamite Recruitment is currently recruiting for a corporate company who pride themselves on their financial planning advise.

The Role:

  • Process all business in accordance with required processes & proactive pipeline management.
  • Prepare and print illustrations, key features and applications as required
  • Cover Front of House responsibilities as and when required.
  • Maintain client records in accordance with internal Compliance requirements.

The Ideal Candidate:

  • Qualified CF1/equivalent with a desire to further development through additional qualifications.
  • 2-5 years of operational experience within the financial services industry.
  • Professional telephone manner along with excellent written communication skills; to have an eye for detail.
  • A proven strong ethic of client service

This role will interview and commence almost immediately so little or no notice period would be ideal but is not essential!

Key Words: Customer Service, Financial, Financial Planning, Advise, Associate
Please contact Chloe and Grace at Dynamite Recruitment for more details or apply now!!!!

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

Required skills

  • Advise
  • Customer Service
  • Financial Planning
  • Financial
  • Associate

Reference: 36372031

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