Client Services Assistant - Financial Services – Early Career Opportunity - Hybrid / Remote (London / England) - £27k
We are on the hunt for a proactive, personable and professional entry level Client Services Assistant to join an incredible financial services company based in London on a hybrid / remote working basis.
This role is in the financial services sector but it is in no way a stuffy, corporate environment - this is an early career / entry level Client Services role that will grow and develop within an amazing scaleup, that is part of an existing and incredibly successful organisation/brand.
This is an entry level role that would be suitable for a recent school leaver / graduate with excellent maths and English, professional communication skills (with capabilities to deal with clients in a friendly and professional manner), the ability to learn new tech / platforms quickly and efficiently and is eager to undertake a support role within financial services.
Key responsibilities as the Client Services Assistant will include:
- Acting as a first point of contact for client liaison
- Responding to queries from clients regarding investments, how the product or platform works and queries
- Assisting potential customers with the application process
- Reconciling receipts on platform to bank accounts daily
- Undertaking KYC checks (with support and guidance from team members)
- Database administration
- Reporting any platform anomalies to colleagues
And more!
Skills and experience required:
- Strong academics including Maths and English
- Excellent verbal communication skills and the ability to liaise professionally at all times
- Impeccable written language skills with excellent spelling, grammar and punctuation
- Highly organised with the ability to prioritise and multi-task
- Database administration experience is beneficial
- IT literate including MS Office (experience using Slack is beneficial)
- Ability to learn new tech / platforms quickly and efficiently
- Flexible, professional, motivated and reliable
Interested in this great early career opportunity?
If you want to be considered for this fantastic opportunity then don’t delay - ensure your CV showcases all your skills and capabilities and submit it NOW, quoting ‘AE - Client Services Assistant’