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Client Services Officer
2 months ago
We are seeking a highly skilled Client Services Officer to join our team at Fuse Recruitment. As a Client Services Officer, you will play a critical role in providing exceptional customer service to our clients in the financial planning and wealth management industries.
Key Responsibilities- Provide administrative support to our financial planning and wealth management teams
- Act as the primary point of contact for new and existing clients
- Conduct fact finds and prepare for client meetings
- Ensure compliance with relevant regulations and industry standards
- Manage communications between stakeholders, including product providers, insurers, and portfolio managers
- Work experience as a Client Services Officer supporting financial advisers
- Outstanding organisation, communication, and interpersonal skills
- A desire to learn and grow with a growth mindset
- A self-motivated individual who can work autonomously and collaboratively within a team
- Strong communication and customer service skills, with professional verbal and written etiquette
Fuse Recruitment is a specialist recruitment agency that sources top talent for the insurance and wealth management industries. We pride ourselves on our ability to understand the needs of our clients and provide tailored solutions to meet their requirements.
