Client Service Agent

16 May 2019
13 Jun 2019
Contract Type
Full Time
Client Services Agent

West Sussex

GBP25,000 + Benefits


Dynamite Recruitment is currently recruiting for a Wealth Management Firm in West Sussex, with an opening for a Client Services Agent

The Client Services Agent will be responsible for supporting client services manager, this includes software training to office-based staff and financial advisors across the country, looking or someone with financial services experience. The current client services manager started off as an IFA administrator then promoted within the business to senior administrator before moving on to the client services team - so this role has plenty of room for career progression within the business!

Duties will include:

* Overseeing client software requests and queries

* Analyse and cleanse data - mainly Excel spreadsheets

* Compose and issue periodical newsletters

* Maintain training manuals

* Produce management information reports

* Assist with the maintenance of software, including licence administration

* Confidently deliver software training.

This role would be suitable for someone that has experience within the Financial Services Industry, as well as Customer Service experience. That is looking for a long-term career with progression opportunities. Someone that is confident with customers over the phone. You will be dealing with Office based staff and Financial Advisors. Some travel may be required for this role.

Key Words: IFA, Financial Advisor, Software, data, Customer Service, Financial Services, Training, Administrator, Financial administrator

For more information, please apply now or contact Tegan Sillett at Dynamite Recruitment!

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy

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