Jobs in Preston, United Kingdom
Remote Client Services Specialist - Finance & Advisory
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Remote Client Services Specialist - Finance & Advisory
Job summary
A leading independent financial advisory firm in the UK seeks a Client Services Executive to provide exceptional support to both Financial Advisers and clients. This full-time remote role involves managing client queries, providing administrative support, and ensuring client satisfaction. Ideal candidates have experience in Financial Services, strong Microsoft skills, and a positive, proactive attitude. Competitive salary and extensive benefits offered.
Benefits
Qualifications
- Sound knowledge of a variety of modern platforms in Financial Services.
- Working knowledge of a variety of financial products, including pensions, investments, and protection.
- Experience using all Microsoft applications is essential.
Responsibilities
- Act as the first point of contact for client queries.
- Manage client expectations and keep them informed.
- Provide technical and administrative support to allocated IFAs.
- Ensure accurate maintenance of client records.
- Look for ways to improve internal processes.
Skills
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.