Client Services - ISAS
6 Months Contract (Initially)
London/Hybrid
£34,000
Sterling Williams are working alongside a great investment Management firm based in the heart of London, seeking a Client Services associate with strong ISA Knowledge.
Purpose
· To provide office based front line telephone servicing and support to the platform clients.
· The role involves extensive direct telephone and email contact with financial planners, paraplanners and wealth managers (intermediaries). The role is about developing strong relationships built on outstanding service for all and any queries that our clients and their client dealings with the platform.
· The role holder will work closely with the Regional Platform Relationship Managers and Operations team to provide excellent customer service to our intermediary practices.
Responsibilities
· Efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate
· Ensuring all calls are answered in a timely manner and dealt with appropriately managing the caller’s expectations where necessary
· Take ownership of queries; analyse, research and provide solutions using knowledge of the systems and processes.
· Servicing assigned intermediary firms in a pooled
Client Services - ISAS in London employer: Sterling Williams LTD
As a leading employer in the financial sector, our company offers a dynamic work environment in London that fosters innovation and professional growth. We prioritise employee development through tailored training programmes and provide a supportive culture that values collaboration and diversity. With competitive salaries and a hybrid working model, we ensure our team members can achieve a healthy work-life balance while contributing to meaningful projects in structured real estate.
