Hybrid Client Relationship Advisor - Financial Services

NACBA

Greater London

Hybrid

GBP 30,000 - 42,000

Full time

3 days ago
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Job summary

Aon is seeking a Client Service Advisor to join our Financial Services Group in London. This hybrid role involves supporting UK and European client relationships, coordinating across teams and presenting client activity to internal stakeholders.

You'll work with insurers, brokers and client stakeholders to maintain updates, identify opportunities and ensure timely delivery of services. Aon offers exposure to leading financial institutions and dynamic risk management solutions.

Qualifications

  • Experience within commercial insurance, financial services, banking or a related professional services environment.
  • Strong interpersonal skills with the ability to build and maintain effective relationships with clients, colleagues and insurer partners.
  • Excellent organisational skills, with the ability to manage multiple priorities and coordinate activity across different stakeholders.
  • Strong written and verbal communication skills, combined with a proactive approach and willingness to learn.

Responsibilities

  • Supporting the UK and European network, coordinating activity across teams
  • Building relationships with partner insurance markets and key contacts
  • Participating in and hosting regular client update calls
  • Identifying new opportunities using available client and market data
  • Coordinating regular insurer updates and communications
  • Maintaining client and opportunity databases
  • Updating account activity trackers and pipeline information
  • Acting as a link between brokers and the client's partner markets
  • Presenting on client activities to internal stakeholders to promote awareness and engagement
  • Creating internal and external marketing materials and presentations
  • Ensuring third-party payments are processed accurately and within required timescales

Skills

Relationships
Organization
Communication
Financial services
Insurance knowledge

Job description

Aon is seeking a Client Service Advisor to join our Financial Services Group in London. This hybrid role involves supporting UK and European client relationships, coordinating across teams and presenting client activity to internal stakeholders.

You'll work with insurers, brokers and client stakeholders to maintain updates, identify opportunities and ensure timely delivery of services. Aon offers exposure to leading financial institutions and dynamic risk management solutions.

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