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- Tasks: Support clients and assist advisers in preparing for meetings and reports.
- Company: IDEX, a company committed to diversity and inclusion.
- Benefits: Competitive salary, inclusive culture, and opportunities for growth.
- Why this job: Join a dynamic team and make a real difference in client service.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Fast-paced environment with a focus on teamwork and client satisfaction.
The predicted salary is between 30000 - 42000 £ per year.
The Client Service Team is responsible for the day-to-day support and servicing of our clients.
Main duties:
- The role will see you working closely with the Client Service Team Manager and established team to provide an integral function to the wider team.
- As a member of the Client Service Team, you will be required to demonstrate good diligence and a strong ability to multi‑task and prioritise workload, while always adhering to TCF principles.
Role Responsibilities:
- Centrally assist Advisers in preparing for progress meetings which review client portfolios, including the preparation of client reports and provider forms, existing policy, and fund information.
- Address all system-generated tasks on the same day; promptly report to the manager if any tasks are more than five days overdue, providing reasons for delays.
- Manage/take ownership of the annual review process from allocation to issuance of the meeting pack.
- Prepare review documentation and/or annual suitability reports.
- Liaise with advisers where information is incomplete or unclear.
- Perform other duties as assigned.
Experience Requirements:
- Experience within a Financial Services environment.
- Proven work experience as a Financial Administrator or similar role.
- Strong organisational and time management skills.
- High level of accuracy and attention to detail.
- Able to learn quickly with strong communication skills.
- Strong relationship building skills.
- Strong team player and able to work efficiently in a fast‑paced environment.
- Client service focus.
- Good working knowledge of Microsoft Office.
Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Client Service Associate in Swanley employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Associate in Swanley
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at IDEX. A friendly chat can open doors and give you insider info about the company culture and the role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of TCF principles and client service best practices. Show us that you’re not just a fit for the role but also passionate about delivering top-notch client service.
✨Tip Number 3
Practice your multi-tasking skills! During the interview, be ready to discuss how you manage competing priorities and ensure accuracy in your work. We want to see that you can thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team.
We think you need these skills to ace Client Service Associate in Swanley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Service Associate role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client service and how your background makes you a perfect fit for us. Keep it engaging and personal – we love a bit of personality!
Showcase Your Skills: Don’t forget to showcase your organisational and time management skills in your application. We’re looking for someone who can juggle tasks like a pro, so give us examples of how you've done this in past roles!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Client Service Basics
Before the interview, brush up on your knowledge of client service principles, especially in a financial context. Understand the importance of TCF (Treating Customers Fairly) and be ready to discuss how you’ve applied these principles in past roles.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational and time management skills. Think of specific instances where you successfully managed multiple tasks or prioritised workloads, as this will resonate well with the team’s needs.
✨Demonstrate Attention to Detail
Since accuracy is key in this role, be prepared to discuss how you ensure high levels of detail in your work. You might even want to bring along a sample report or documentation you've worked on to illustrate your point.
✨Build Rapport with the Interviewers
Remember, strong relationship-building skills are crucial for this position. During the interview, engage with your interviewers, ask questions about their experiences, and show genuine interest in the team dynamics to demonstrate your client service focus.
