Remote Client Services Associate with Growth to Specialist

UK Staffing Group Limited; Manchester; Remote; GBP 27,000 - 33,000; Full time

Job summary

UK Staffing Group Limited is recruiting for a Client Services Associate to join the Manchester team. The role starts at 30,000 and is fully remote initially, with the opportunity to develop specialist expertise in a US wealth planning business serving UHNW clients.

You will begin with administration, data management and operational support, building knowledge of products, processes and clients, before moving into greater client interaction and relationship management as you grow.

Qualifications

• Excellent attention to detail and a commitment to accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and stay organised.

Responsibilities

• Managing daily data feeds and updating internal systems.
• Maintaining accurate client and policy records.
• Gathering information from insurers and advisers.
• Supporting policy reviews and servicing processes.
• Carrying out quality checks and ensuring information is complete and accurate.
• Monitoring outstanding actions to keep processes running smoothly.
• Learning the business's products, systems and procedures.
• Communicating professionally with clients and advisers.
• Coordinating requests through to completion.

Skills

Data management

Administration

Client communication

Attention to detail

Relationship management

Tools

CRM systems

Data feeds

Job description

UK Staffing Group Limited is recruiting for a Client Services Associate to join the Manchester team. The role starts at 30,000 and is fully remote initially, with the opportunity to develop specialist expertise in a US wealth planning business serving UHNW clients.

You will begin with administration, data management and operational support, building knowledge of products, processes and clients, before moving into greater client interaction and relationship management as you grow.