Client Relationship Advisor – Financial Services

Careerwebsite

Greater London

Hybrid

GBP 32,000 - 42,000

Full time

3 days ago
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Job summary

Aon is recruiting a Client Service Advisor to join our Financial Services Group in London. Hybrid role with remote work and options to work from London or Chelmsford offices.

You will support key Financial Institutions accounts, coordinate activity across UK/European teams, build relationships with insurers, and help ensure timely service delivery. You will gain exposure to insurance risk management, client relationships, and a fast-paced, collaborative environment.

Qualifications

  • Experience within commercial insurance or financial services.
  • Strong understanding of the client service lifecycle.
  • Excellent written and verbal communication.
  • Ability to manage multiple stakeholders and priorities.
  • Proactive and keen to learn.

Responsibilities

  • Coordinate activity across UK and European teams.
  • Build relationships with partner markets and key contacts.
  • Host client update calls and share progress.
  • Identify new opportunities using client data.
  • Maintain client and opportunity databases.
  • Create internal and external marketing materials.
  • Ensure third-party payments are processed accurately and on time.

Skills

Relationship management
Client service
Organisational skills
Communication skills
Stakeholder coordination
CRM systems

Tools

CRM systems

Job description

Aon is recruiting a Client Service Advisor to join our Financial Services Group in London. Hybrid role with remote work and options to work from London or Chelmsford offices.

You will support key Financial Institutions accounts, coordinate activity across UK/European teams, build relationships with insurers, and help ensure timely service delivery. You will gain exposure to insurance risk management, client relationships, and a fast-paced, collaborative environment.

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