Senior Client Services Associate

Updated: April 04, 2024 04:45 AM GMT

Burton Recruitment Limited

Bridgnorth

Our client, a respected financial advisory firm based in Chorley, is committed to delivering bespoke financial solutions to their clients, prioritizing professionalism and client satisfaction. They are now seeking a dedicated Senior Client Services Associate to join their team.

Role Overview

Reporting directly to the Operations Manager, you will play a crucial role in supporting financial advisers, managing client relationships, and ensuring the seamless operation of the client services department.

Responsibilities
• Act as the primary point of contact for team members regarding day-to-day tasks and inquiries.
• Provide comprehensive support and monitoring for the team's work tasks, deadlines, and processes.
• Offer guidance, training, and development support to new employees and the wider team.
• Cultivate and strengthen relationships with financial advisers to encourage effective collaboration and communication.
• Prepare all necessary documentation for client meetings, including... More Detail