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Client Services Analyst
Zusammenfassung
A financial services firm in London is seeking a Client Services Analyst to provide essential front-line support to Wealth Managers. The role involves resolving queries, assisting with onboarding, and ensuring a seamless client experience. Ideal candidates should have Investment or Wealth Management client services experience. Competitive salary of £38k, plus benefits and bonus, is offered for this on-site role.
Leistungen
Qualifikationen
- Experience in Investment or Wealth Management Client services required.
- Proven ability to provide excellent front-line support.
Aufgaben
- Deliver high-quality front-line support to Wealth Managers.
- Resolve system-related queries and assist with onboarding.
- Manage the Client Services inbox and phone line.
Kenntnisse
Job Description
Client Services Analyst
London
£38k - Bens - Bonus
You will only be considered if you have Investment or Wealth Management Client services experience
This role does not offer sponsorship
Job Description
The Client Services Analyst is responsible for delivering high-quality front-line support to Wealth Managers and their support teams. This includes resolving system-related queries, assisting with onboarding, and ensuring a seamless client experience through efficient use of internal platforms and tools. The role involves providing both remote and in-person assistance to ensure Wealth Managers can effectively use all operational systems to serve their clients.
- Develop a deep understanding of core Wealth Manager systems and act as a trusted subject matter expert for all system-related inquiries.
- Serve as the first point of contact for Wealth Managers, providing timely and accurate resolutions to operational and system queries.
- Manage the Client Services inbox and phone line, ensuring all communications are handled promptly and in line with agreed service levels.
Collaborate with internal teams to identify recurring issues and implement improvement...
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