Hybrid Private Client Associate (Entry-Level)

Amber River Premier; Marlow; Hybrid; GBP 18,000 - 26,000; Full time

Benefits offered by this job

Hybrid work model

Office in Marlow

Job summary

Amber River Premier in Marlow, Bucks, invites applications for an entry-level Financial Services Administration role within our Private Client Associates team. You will provide administrative and client servicing support, acting as a first point of contact for queries.

The role offers hybrid working (office 3 days a week in Marlow, remote 2 days) with a pathway to professional CII qualifications. A graduate or experienced administrator with strong organization and communication skills is welcome.

Qualifications

• Entry-level role in financial services administration.
• Graduate or experienced administrator seeking professional progression.
• Strong organizational and communication skills; ability to follow processes.

Responsibilities

• Open, sort, and scan daily post.
• Answer calls and direct messages; relay messages.
• Greet clients visiting the office with a warm, professional welcome.
• Liaise with clients, product providers and third parties.
• Obtain illustrations/quotations, literature, fund/transfer values from providers.
• Send information requests to providers and track receipt.
• Maintain accurate client records in CURO and ensure FCA compliance.

Skills

Detail-oriented

Client servicing

Organised

Communication skills

Education

Graduate qualification in business/finance/economics

Tools

CURO

Job description

Amber River Premier in Marlow, Bucks, invites applications for an entry-level Financial Services Administration role within our Private Client Associates team. You will provide administrative and client servicing support, acting as a first point of contact for queries.

The role offers hybrid working (office 3 days a week in Marlow, remote 2 days) with a pathway to professional CII qualifications. A graduate or experienced administrator with strong organization and communication skills is welcome.