Client Services Advisor - Fareham, United Kingdom - Page Personnel Finance
Description
My client who is based in Whiteley is currently looking for a Client Services Advisor to join their team on a full time basis.
Client Details
My client is a financial services business with great offices.
Description
As the Client Services Advisor you will be responsible for:
- Always providing excellent level of service for clients
- Be responsible for the daytoday administration for direct clients, relationship managers and external advisers
- Build effective relationships with customers, advisers and relationship managers
- Provide a level of technical support to advisers and relationship managers
- Process new business as well as client withdrawals in a timely manner
- Create investment proposals for potential new clients
- Actively seeks ways of improving quality and efficiencies in procedures
- Error management, resolution, and root cause analysis
Profile
In order to be considered for the role you will:
- Have previously worked within financial or professional services
- Have good communication skills
- Be well organised and able to prioritise
- Be willing to learn
Job Offer
The chance to work in a busy yet varied role with hybrid working available.
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