Client Services Administrator - Financial Services

  • Location

    London, England

  • Sector:

    Accountancy & Finance

  • Job type:


  • Salary:

    Up to £30000.00 per annum

  • Contact:

    Nicola Bullivent

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


Client Services Associate - Financial Services
£30,00 (depending on experience)
Full Time (Monday to Friday 09:00am - 17:00pm)

Are you looking to further your career in Financial Services with an award-winning wealth management firm? Do you have a strong background in Financial Services and are passionate about delivering quality client outcomes? If so, then we would love to hear from you!

CMD Recruitment are delighted to be working alongside a true market leader in Wealth Management, during an exciting period of growth and progression. They are seeking an experienced financial professional with a strong operational background to join their amazing team. You will be working within a central team in the position of Client services Associate within a buzzy head office environment, where you will be carrying out business critical tasks whilst supporting the wider advice team in delivering a truly world class service to an ever-growing client base.

Key Responsibilities of Client Services Associate;

  • Provide a level of excellence in telephone-based service to both new and existing clients and intermediaries, building quality relationships as a result,
  • Ensure that financial transactions are completed correctly, and files are fully compliant in line with governing body regulations,
  • Act as an effective "middle part" with product suppliers, intermediaries and clients to ensure accurate information, valuations and case updates are obtained in line with company guidelines,
  • Process and issue client invoices including adviser charging arrangements and liaise with finance team to manage outstanding payments,
  • Support senior colleagues and advisers with recommendations and ideas for improvements to operational efficiencies across the team

The successful candidate will be able to evidence the following;

  • Minimum of 2 years in an operational capacity within financial services,
  • Excellent standard of education with a burning desire to develop further including the undertaking of any relevant exams,
  • A minimum qualification of Certificate in Financial Administration (CF1) or equivalent,
  • Excellent organisational and prioritisation skills combined with an approachable and flexible deminer,
  • Professional telephone manner,
  • Proficient IT skills in core Microsoft Office Systems,

What you can expect from the role;

  • Competitive basic salary, along with discretionary bonus schemes
  • A dynamic and challenging role, where no two days are the same
  • A top- notch benefits package totally in keeping with a leading wealth management firm including:

  • Auto enrolment into pension scheme
  • Discounted travel & cycle to work
  • Eye care test discounts
  • A rich and varied social event calendar

financial services, wealth management, CF1, financial admin, finance

CMD Recruitment endeavour to respond to all applicants via email or phone to inform you of the outcome of your application. Rest assured you will be fully supported throughout the process.