Client Service Associate

IDEX Consulting; St Helens; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in St Helens is seeking a Client Service Team member to support and service clients effectively. Responsibilities include assisting Advisers with client meetings, managing documentation for annual reviews, and ensuring task completion. Ideal candidates will have proven experience in financial administration and strong skills in organization and client service. This position requires a detail-oriented and proactive individual who thrives in a team-oriented environment.

Qualifications

• Experience within a Financial Services environment.
• Proven work experience as a Financial Administrator or similar role.
• Ability to learn quickly.

Responsibilities

• Assist Advisers in preparing for client meetings.
• Address all system-generated tasks promptly.
• Manage annual review process and documentation.
• Liaise with advisers on incomplete information.
• Perform additional duties as assigned.

Skills

Organisational skills

Time management

Attention to detail

Communication skills

Client service focus

Teamwork

Tools

Microsoft Office

Job description

The Client Service Team is responsible for the day-to-day support and servicing of our clients.

Main duties: The role will see you working closely with the Client Service Team Manager and established team to provide an integral function to the wider team. As a member of the Client Service Team, you will be required to demonstrate good diligence and a strong ability to multi-task and prioritise workload, while always adhering to TCF principles.

Role Responsibilities

• Centrally assist Advisers in preparing for progress meetings which review client Portfolios, including the preparation of client reports and provider forms, existing policy, and fund information.
• Address all system-generated tasks on the same day; promptly report to the manager if any tasks are more than 5 days overdue, providing reasons for delays.
• Manage/ Take ownership of the annual review process from allocation, to issuance of the meeting pack
• Prepare review documentation and/or annual suitability reports
• Liaise with advisers where information is incomplete or unclear.
• Perform other duties as assigned.

Experience Requirements

• Experience within a Financial Services environment.
• Proven work experience as a Financial Administrator or similar role.
• Strong organisational and time management skills.
• High level of accuracy and attention to detail.
• Able to learn quickly with strong communication skills.
• Strong relationship building skills.
• Strong team player and able to work efficiently in a fast-paced environment.
• Client service focus.
• Good working knowledge of Microsoft Office.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.