Client Services Associate - London, United Kingdom,
Investment Management Firm
My client is a dynamic, buzzy, fintech company based near to Marylebone. They have an office of 25 people and are growing rapidly!!
I am currently recruiting for a Client Services Associate to work within their team of 3, reporting to the Client Services Manager.
Key duties within the role would involve :
To take a lead in the rollout of the client services proposition, providing support and guidance to both team members and clients, maintaining a strong technical understanding of the company proposition.
To handle client concerns in a timely manner, keeping all stakeholders informed of progress.
To ensure that activities comply with government, industry law requirements and governance and company policies procedure.
To deliver results in line with personal and company agreed objectives and KPI's.
To assist with and respond to client requests for information and action queries raised by clients, their advisers and Fund Managers.
To input individual client data in a timely manner ensuring that it is accurate, up to date and where necessary obtain missing information so that records are complete.
To on board new clients, manage existing clients and the interface between the fund providers and the clients.
To work closely with the Client Services Associate/s, Client Services Team Assistant and Client Services Manager.
To apply for the role, you will ideally have an interest or experience within the financial services industry. They really like to progress people from within and the opportunities within the company are endless
The ideal candidate is driven, ambitious, confident with excellent communication skills.
If this role is for you, please apply online immediately!
Crone Corkill is a market leader in the business support and PA field. The scope of our expertise ranges from entry level Administrators, Receptionists, Team Assistants / Team Secretaries to PAs, EAs and Office Managers. Crone Corkill is committed to delivering an efficient service which combines speed and quality.