Client Service Liaison
3 weeks ago
About the Role
We are seeking an experienced Client Service Liaison to join our team at Findex. As a key member of our Client Services team, you will be responsible for providing exceptional client service and administrative support to our team of Financial Advisers.
Key Responsibilities
- Prepare accurately reconciled client review reporting for Advisers.
- Liaise with fund managers and maintain client portfolios through financial planning software.
- Booking appointments, document management and data entry and deliver general ad-hoc administrative support.
- Deliver quality service and outputs to client in both written and verbal form.
About You
You will be a passionate about providing a great experience to your stakeholders and have the following background:
- You have experience delivering exceptional Client Services and a true interest in Financial Planning.
- Excellent client and stakeholder relationship management skills.
- Top-notch attention to detail and organisational skills.
- A genuine team player with the ability to empower other people to learn and develop.
About Our Team
Our growing passionate team has:
- A wealth of knowledge in Client Services and financial planning.
- Supportive, positive and collaborative & passionate about delivering quality service.
- Connected with stakeholders in the business both locally and nationally.
About Us
Findex is a dynamic and supportive business that values a client-first approach. We are passionate about delivering quality service and empowering our people to operate from wherever they find themselves most engaged, productive, and collaborative.
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