Client Service Assistant - Allerton Park Recruitment Solutions : Job Details

Client Service Assistant

Our Client is a high quality Financial Planning business who are looking for a Client Service Assistant.

This brand new role will have key responsibility for supporting the Client Service team, focussing on the back office systems used by the business.

Report to - Client Service Team Manager

Key Responsibilities:

• Xplan (CRM) - maintain and update Xplan on an ongoing basis ensuring client details are up to date and required management information can be produced.
• Virtual Cabinet - file documents for the Client Service team against the appropriate clients and maintain the company filing system.
• Portal - issue and track documents via the Wealth portal
• Post - Scan, record, file and distribute the post.
• Proof Reading - Act as a final check on reports being issued to clients reviewing for spelling and grammatical errors.
• Direct Cover for Client Service Coordinator - this will include typing of letters, meeting notes, booking meeting rooms, diary management, answering phones and responding to client queries.
• Quarterly Valuations - assist with the production and distribution of the Quarterly Valuations.
• Ad hoc work - based on the workload of the client service team and company projects.

Training to be given -

• Xplan and VC training, both external and internal.
• Proof reading.
• Training to be provided in the areas required to assist Client Services Coordinator.
• Word and Excel training with the aim to reach a high standard in excel.
• Ongoing general financial services training.

Employment Details

• Full time hours of work: 9.00 am - 5.30 pm, Monday to Friday in the Pall Mall office, with 1 hour for lunch each day.
• Remuneration will be dependent on experience circa £24-26k
• The package will include:
• Death In Service scheme cover (4x salary).
• Auto Enrolment Pension Scheme (Employer: 5%; Employee: 3%) subject to eligibility.
• Annual Christmas Bonus equivalent to 1 week’s salary.
• Private Medical Insurance following completion of a 3 month probationary period (this is a taxable benefit).
• Group Income Protection Scheme (non-contributory) following completion of a 3 month probationary period.
• Annual Leave will be 23 days per annum, 3 days are normally taken at Christmas/New Year.