Client Service Associate Leeds

Job Title:Client Services Associate
Job Type:Permanent



The Role:

To provide full administrative support to one or more advisers allocated and in turn deliver a professional, compliant and effective client service with a high focus on quality and accuracy.

Key Responsibilities

  • To be the first point of contact for clients.
  • Provide an excellent telephone-based service to clients both external and internal together with third party providers.
  • Arrange client meetings and prepare client meeting packs to support allocated adviser(s).
  • Processing and monitoring of all new business (both for new and existing clients).
  • Ensure that financial transactions are completed correctly and files are fully FCA compliant.
  • Manage and track pipeline activity providing regular progress updates to both client and adviser(s).
  • Handle all ad-hoc valuation requests in a timely, compliant manner, meeting agreed performance standards when produced.
  • Contact and liaise with relevant product providers/third parties to obtain accurate policy information for ad-hoc valuation production.
  • Liaise with clients, solicitors and accountants as necessary in order to obtain relevant information and resolve queries.
  • Handling the distribution of letters of authority and correspondence to clients, professional introducers and other third parties where appropriate.
  • Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately.
  • Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
  • Screening and dealing with the adviser(s) post, e-mails and phone calls.
  • Ensure that all tasks on CURO are completed in line with company policy and procedures.
  • Develop and maintain effective relationships with colleagues and third parties.
  • Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
  • Be aware and act upon any compliance, risk and quality issues.
  • Provide recommendations/improvement ideas to increase operational efficiencies within the team.
  • On request from the Senior Client Services Associate, provide assistance with either workflow demands or training/guidance support to colleagues.

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