Client Service Executive

Client Services AssociateTeesside (Hybrid Working)£28,000 - £32,000 + Bonus + Excellent BenefitsAre you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities?A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team.The RoleThis is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients.Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard.Key ResponsibilitiesActing as the first point of contact for client enquiries (phone, email, and secure messaging)Managing diaries, booking client meetings, and preparing supporting documentationSupporting clients with requests including withdrawals, deposits, and account updatesLiaising with advisers, paraplanners, and external providersPreparing for meetings and ensuring a professional client experienceMaintaining accurate and compliant records of all client communicationSupporting the onboarding process and ongoing service deliveryAbout YouPrevious experience in a client service or administrative roleExcellent organisational skills with strong attention to detailProfessional communication skills, both written ..... full job details .....