Job role: Client Liaison Officer
Location: Blackpool
Salary: £22,000
Benefits: 25 days holiday plus Bank Holiday, great pension, life & medical insurance & more. Our client is a growing brand with big ambitions. Established in 1950, they are now a leading global financial services firm. The position involves providing liaison service between Wealth Advisor and Operations Centre, third parties and clients by ensuring that all queries are dealt with in a timely and efficient manner, demonstrating a proactive approach and taking accountability to ensure the resolutions of issues are seen through to the end. We are looking for a candidate who has customer service/administration experience and someone who is wanting to make a career out of their next job. What does the role involve? · Dealing with e-mail and telephone requests from both internal and external parties · Completing payment requests · General administration in line with HMRC procedures · Providing technical support for Online to clients, colleagues and intermediaries · Log incoming cheques in line with CASS requirements · Completing additional projects as and when required · Any additional administrative duties required. Who would be the right fit? · Great communication both written and verbal · Someone who is approachable and helpful · Good organisational skills · A team player, someone who is happy to help with other tasks · Someone who is proficient in Word, Excel and Outlook. If this opportunity sounds of interest and you're keen to learn more, contact me via liv@4recruiting.co.uk or call me on 07834553439. Feel free to pass on my details if you know someone who may be interested. | 