Client Services - Financial Services

NJR Recruitment; Wakefield; On-site; GBP 23,000 - 27,000; Full time

Job summary

A recruitment firm is seeking a Client Services Team Member in Wakefield to deliver outstanding customer service in financial services. You will be the first point of contact for clients, manage communications, and assist with adviser meetings. The ideal candidate will have experience in client support and excellent communication skills. This position offers a salary of £23,000 plus bonuses and benefits.

Benefits

Bonus

Benefits

Qualifications

• Experience in a financial services-based customer service or client support role.
• Previous experience in a phone based position.

Responsibilities

• Arrange client meetings and manage adviser diaries.
• Handle incoming client enquiries and ensure positive outcomes.
• Proactively engage with clients before, during, and after adviser meetings.
• Manage client communications, events, and prospecting contact strategies.
• Maintain and update CRM (Salesforce) to ensure smooth workflow and accurate records.

Skills

Strong communication skills

Customer service experience

Tools

Salesforce

Job description

Client Services - Financial Services

Wakefield

£23,000 + Bonus & Benefits

Are you passionate about delivering outstanding customer service within financial services? NJR Recruitment is currently supporting a fast-growing wealth management firm in Wakefield to recruit a Client Services Team Member who will be the first point of contact for valued clients.

This is a fantastic opportunity to join a professional and ambitious team where you'll play a key role in client communication, appointment preparation, and CRM management-helping to shape the client journey from start to finish.

What You’ll Do :

• Arrange client meeting and manage adviser diaries
• Handle incoming client enquiries and ensure positive outcomes
• Proactively engage with clients before, during, and after adviser meetings
• Manage client communications, events, and prospecting contact strategies
• Maintain and update CRM (Salesforce) to ensure smooth workflow and accurate records
• Prepare for adviser meetings and liaise with external providers for policy / scheme information

What We’re Looking For :

• Experience in a financial services-based customer service or client support role
• Previous experience in a phone based position
• Strong communicatio...