Client Support Associate

Role Overview

• Provide centralised support for a variety of tasks, incorporating valuations, collation of policy information, liaising with external providers as well as additional support services to data and reporting.
• Maintain the accuracy of client data held on Curo, to include input and cleansing as appropriate.
• Manage all allocated tasks e.g. Curo and queries in a timely, compliant manner, meeting agreed performance standards in line with team SLA’s.
• Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards.
• Undertake whole of market research for both standard and enhanced annuity comparisons.
• Preparation and collation of policy information forms in line with requirements of the Advice Delivery team.
• Prepare and issue Letters of Authority for both new and existing clients, ensuring these are processed in line with team SLA’s.
• Develop and maintain effective relationships with colleagues and third parties.

Requirements

• Ideally some experience within financial service but not essential.
• Excellent Administrator with great attention to detail and a good level of Excel.
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills.
• Excellent verbal and written communication skills with an eye for detail.
• Professional telephone manner.

Benefits

• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications;