Client Service Executive
other jobs Reed
Added before 1 Days
- England,North East,North Yorkshire,Stockton-on-Tees
- Full Time, Permanent
- £28,000 - £35,000 per annum, inc benefits
Job Description:
Full job descriptionClient Services Associate
Teesside (Hybrid Working)
£28,000 – £32,000 + Bonus + Excellent Benefits
Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities?
A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team.
The Role
This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients.
Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard.
Key Responsibilities
*Acting as the first point of contact for client enquiries (phone, email, and secure messaging)
*Managing diaries, booking client meetings, and preparing supporting documentation
*Supporting clients with requests including withdrawals, deposits, and account updates
*Liaising with advisers, paraplanners, and external providers
*Preparing for meetings and ensuring a professional client experience
*Maintaining accurate and compliant records of all client communication
*Supporting the onboarding process and ongoing service delivery
About You
*Previous experience in a client service or administrative role
*Excellent organisational skills with strong attention to detail
*Professional communication skills, both written and verbal
*A proactive, positive attitude and willingness to learn
*Strong IT skills, particularly Microsoft 365
*Experience within financial services or a regulated environment
*Familiarity with platforms such as Transact, XPLAN, or similar (Desirable)
*Experience dealing with third-party providers
What’s in it for you?
*Hybrid working (office and home-based flexibility)
*Generous annual leave package
*Discretionary bonus scheme
*Private medical insurance & income protection
*Pension and death in service benefits
*Full support toward professional qualifications
*Clear career progression pathways
*Supportive team culture with real development opportunities
Teesside (Hybrid Working)
£28,000 – £32,000 + Bonus + Excellent Benefits
Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities?
A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team.
The Role
This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients.
Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard.
Key Responsibilities
*Acting as the first point of contact for client enquiries (phone, email, and secure messaging)
*Managing diaries, booking client meetings, and preparing supporting documentation
*Supporting clients with requests including withdrawals, deposits, and account updates
*Liaising with advisers, paraplanners, and external providers
*Preparing for meetings and ensuring a professional client experience
*Maintaining accurate and compliant records of all client communication
*Supporting the onboarding process and ongoing service delivery
About You
*Previous experience in a client service or administrative role
*Excellent organisational skills with strong attention to detail
*Professional communication skills, both written and verbal
*A proactive, positive attitude and willingness to learn
*Strong IT skills, particularly Microsoft 365
*Experience within financial services or a regulated environment
*Familiarity with platforms such as Transact, XPLAN, or similar (Desirable)
*Experience dealing with third-party providers
What’s in it for you?
*Hybrid working (office and home-based flexibility)
*Generous annual leave package
*Discretionary bonus scheme
*Private medical insurance & income protection
*Pension and death in service benefits
*Full support toward professional qualifications
*Clear career progression pathways
*Supportive team culture with real development opportunities
Job number 3785141
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