Client Services Associate

Prosperis Ltd; Knaresborough; On-site; GBP 22,000 - 28,000; Full time

Job summary

Prosperis Ltd in Knaresborough is seeking a Client Services Associate to join our friendly team. You will provide essential administrative and client service support to advisers and the wider team, ensuring smooth day-to-day operations.

The role suits approachable, self-motivated individuals with good IT and administration skills. Experience in financial services is preferred but not essential.

Qualifications

• GCSEs, grade C or above (or equivalent).
• Strong verbal and written communication abilities.
• Good standard of administration and IT skills.

Responsibilities

• Liaise with providers and platforms to aid valuations and policy information.
• Handle client calls and emails promptly and professionally.
• Collaborate with administration and support teams across the company.
• Support advisers to prepare for client meetings, New Business and adviser instructions.

Skills

Verbal communication

Written communication

Administration

IT skills

Education

GCSEs (C or above)

Tools

Microsoft Office

Job description

Prosperis are a well-respected Financial Planning firm based in Knaresborough.We are looking for a Client Services Associate to come and join our friendly team.

We are looking for individuals who are approachable, self-motivated and ambitious.Successful candidates will need to have a strong work ethic with an attitude to succeed and possess a good level of administration and IT skills.Experience within Financial Services is preferred but not essential.

This role will be providing essential administrative and client service support to advisers and the wider team, ensuring the smooth operation of day-to-day business activities.

Responsibilities

• External Relationships
• Liaising with Providers/Platforms to aid valuations and policy information.
• Dealing with client calls and emails.
• Internal Relationships
• Working closely within the administration teams and other support teams within the company.
• Working closely with all advisers to provide full support preparing for client meetings through to New Business and adviser instructions.

Qualifications

We expect an individual in this role to have e xcellent verbal and written communication skills and hold the following qualifications:

GCSE’s, Grade C and above (or equivalent)