IFA Client Services Associateat Premier Jobs UK Limited
PPremier Jobs UK LimitedLee Bank, Birmingham
Lee BankFull TimeOn-sitePermanent
annual salary£28,000 – £32,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join a dynamic national IFA firm as a Client Services Associate, where you'll play a vital role in client onboarding and support. This position is perfect for those who excel in a structured environment and are eager to contribute to a growing team.
what you'll be doing
1Client OnboardingFacilitate the onboarding process for new clients efficiently.
2Review MeetingsAssist in scheduling and preparing for client review meetings.
3New Business ProcessingManage the processing of new business applications.
4Client SupportProvide ongoing support to clients and address their queries.
what you'll need
experience1-2 years in client services
hoursFull Time
startASAP
Attention to detailCommunicationOrganisationalTeamworkClient-focused
Premier Jobs UK Limited is hiring a IFA Client Services Associate in Birmingham. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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