Client Service Associate

**Exciting opportunity for a candidate with extensive experience in client administration in the financial services sector!! A successful financial services team is looking for an experienced Client Services Associate* who has experience in CRM database with excellent customer service and communication skills!!**

JOB ROLE: Client Services Associate

JOB TYPE: Permanent

COMPANY: Financial Services

HOURS: 9am - 6pm

SALARY: £35,000 - £40,000



  • Processing new client applications

  • Handling inbound calls and emails from our clients and delivering service quality to our stakeholders

  • Processing deals from other financial organisations and overseeing all operations

  • Adhering to team audit processes

  • Producing client reporting, including monthly holding reports, valuations and tax vouchers reconciling cash to bank, including accounts

  • Initial & Ongoing screening and ensuring compliance with regulator obligations and Company policies

  • Processing of product distributions, including capital returns and biannual income payments

  • Ensuring the highest degree of care and accuracy when producing, checking and distributing regular client communications

  • Working with our outsourced custodial and administrative partners to ensure seamless service delivery for our clients


  • A degree or equivalent level qualification

  • Previous experience in a similar role or environment

  • Smart and professional appearance and manner

  • Methodical, organised and reliable

  • Self-motivated with excellent time-management skills

  • Friendly and a natural team player

  • Excellent communication skills including professional telephone manner

  • Proficient with Microsoft Office packages, specifically Excel, Outlook and Word.

  • Minimum 2 years' experience in a relevant role

Please note that due to a high volume of response Office Angels receive; only successful candidates will be contacted.

For the purposes of the Regulations, please note that Office Angels in the provision of these services will be operating as a recruitment agency. Office Angels are an equal opportunities employer.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Jodie Lea