Client Services Associate / Executive

at  CREGG Recruitment

CREGG is delighted to be recruiting a Client Services Associate / Executive. The client services team work closely with the Financial Planners and Private Client Managers to deliver effective & trusted service’s to our clients.

• Support the Financial Planning team and the Private Client Managers in delivering a full client service proposition in a professional, timely and efficient manner.
• End to end management of sales pipeline
• Conduct research to find required information for client’s financial plans – gathering information: observing, receiving, and otherwise obtaining information from all relevant sources.
• Create, maintain, and enter information into databases.
• Understand and address client enquiries in a timely fashion
• Thoroughly document queries, research, and actions on our client management system
• Maintain customer/policy records through the client management system
• Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents
• Schedule and confirm appointments for clients with private client managers.
• Complete forms in accordance with company procedures.
• Open, read, route, and distribute incoming mail or other materials and answer routine letters.
• Review work completed by colleagues to check for correct information and recommend revisions.
• Evaluating information to determine compliance with standards — using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, and standards.
• Ensure that all company and compliance procedures are adhered to on a day-to-day basis
• Providing general office administrative support including filing/scanning/photocopying, post, processing payments etc.
• Learn to operate new office technologies as they are developed and implemented.
• Prepare and compile any documentation required for meetings
• Establishing and maintaining interpersonal relationships — developing constructive and cooperative working relationships with others, and maintaining them over time
• Attend functions and events to build and expand professional relationships, at all times promoting the company.
• Keep up to date with developments in the financial services industry, ensuring the continuous development of your financial and technical expertise.
• Provide regular updates to private client managers, financial planners and head of client services
• Engage with strategies in order to improve business processes and client relationships.
• Involvement with internal committees, project and team work
• Preparation of regular review process for clients.
• Responsible for identifying and resolving problems within established guidelines
• Expected to use initiative but refer more complex problems to management as appropriate
• Attend staff and training meetings when necessary.
• Assist with any ad hoc projects that arise
• Willing to work as part of a team and be flexible with duties as part of their growth plan within the team