Client Services Associate

Client Services Associate

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
M

At a Glance

  • Tasks: Provide top-notch customer service, manage client enquiries, and improve processes.
  • Company: Join a growing financial services provider in the heart of London.
  • Benefits: Enjoy comprehensive training, performance recognition, and a supportive culture.
  • Why this job: Be part of a dynamic team that values your contributions and fosters growth.
  • Qualifications: Strong phone skills, excellent written English, and a proactive attitude are essential.
  • Other info: Engage in exciting projects while enhancing client service delivery.

The predicted salary is between 28800 - 43200 £ per year.

This Client Services Associate role involves providing exceptional customer service by handling client enquiries, supporting operational procedures, and contributing to process improvements.

The client is a growing financial services provider that works with financial advisers, retail investors, nominees, banks, and high-net-worth individuals. They are based in the City of London and are continuing to grow and develop.

The Client Services Associate's duties include:

  • Enquiry Management - Managing inbound calls and emails from clients, delivering exceptional customer service, and collaborating with colleagues and wider teams to provide accurate information.
  • Client Communications - Ensuring client communications are produced, reviewed, and distributed with the highest level of care and accuracy.
  • Change Management - Proactively identifying opportunities to improve processes and contributing to initiatives that enhance the client experience.
  • Project Work - Participating in a range of projects alongside regular daily responsibilities.

The ideal candidate will have:

  • A strong telephone manner with solid experience in client servicing.
  • Excellent written English and strong attention to detail.
  • A proactive, can-do attitude with a desire to learn and develop.
  • The ability to build relationships and take an interest in the company's future direction.

The Client Services Associate role offers a supportive company culture where employee contributions are valued. Successful candidates will receive comprehensive training, performance recognition, and opportunities to participate in process improvements and enhance client service delivery.

Client Services Associate employer: Michael Page Finance

As a Client Services Associate at our growing financial services provider in the heart of the City of London, you will thrive in a supportive work culture that values your contributions and fosters professional growth. We offer comprehensive training, recognition for your performance, and the chance to engage in meaningful projects that enhance client experiences, making this an excellent opportunity for those seeking a rewarding career in a dynamic environment.
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Contact Detail:

Michael Page Finance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Associate

✨Tip Number 1

Familiarise yourself with the financial services industry, especially the specific areas the company focuses on. Understanding the nuances of working with financial advisers and high-net-worth individuals will help you stand out during conversations.

✨Tip Number 2

Practice your telephone skills by role-playing common client scenarios with a friend or family member. This will help you develop a strong telephone manner and prepare you for managing inbound calls effectively.

✨Tip Number 3

Showcase your proactive attitude by thinking of potential process improvements before your interview. Be ready to discuss any ideas you have that could enhance client experience, as this aligns perfectly with the role's responsibilities.

✨Tip Number 4

Network with current or former employees of the company on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage during your application process.

We think you need these skills to ace Client Services Associate

Exceptional Customer Service
Strong Telephone Manner
Excellent Written English
Attention to Detail
Proactive Attitude
Relationship Building
Enquiry Management
Effective Communication Skills
Process Improvement
Team Collaboration
Adaptability
Project Participation
Client Experience Enhancement
Operational Support

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in client servicing and showcases your strong telephone manner. Use specific examples that demonstrate your ability to manage client enquiries effectively.

Craft a Compelling Cover Letter: Write a cover letter that reflects your proactive attitude and desire to learn. Mention how your skills align with the company's goals and how you can contribute to enhancing the client experience.

Showcase Attention to Detail: In your application, pay close attention to grammar and spelling. Since the role requires excellent written English, ensure that your documents are polished and free of errors.

Highlight Process Improvement Experience: If you have experience in identifying opportunities for process improvements, make sure to include this in your application. Provide examples of how you've contributed to enhancing client service delivery in previous roles.

How to prepare for a job interview at Michael Page Finance

✨Showcase Your Customer Service Skills

Since the role focuses heavily on client interactions, be prepared to discuss your previous customer service experiences. Highlight specific examples where you successfully managed client enquiries or resolved issues, demonstrating your strong telephone manner and ability to build relationships.

✨Demonstrate Attention to Detail

Given the importance of accuracy in client communications, make sure to emphasise your attention to detail. You could mention instances where your meticulousness led to positive outcomes, such as preventing errors or improving processes.

✨Be Proactive in Your Approach

The ideal candidate is described as having a proactive attitude. Prepare to discuss how you've identified opportunities for improvement in past roles. This could involve suggesting process enhancements or taking initiative in project work that benefited your team or clients.

✨Express Your Interest in the Company's Future

Show that you're not just interested in the role but also in the company's direction. Research the financial services provider and be ready to discuss how you see yourself contributing to their growth and development, aligning your goals with theirs.

Client Services Associate
Michael Page Finance
M
  • Client Services Associate

    London
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-05-06

  • M

    Michael Page Finance

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