Client Liaison Assistant

£16,000

An exciting opportunity has arisen for an experienced Client Liaison Assistant to join a company which provides wealth management and employee benefits consultancy for individuals, businesses and employers.

Purpose of the Role:

To provide support to the Client Liaison Executive as well as planners/clients/central support teams in terms of the client activity. Responsible for undertaking specified administrative functions in accordance with instruction from the Client Liaison Executive, Client Liaison Executive Manager or Planner(s).

Responsibilities:

• To provide administrative support to the Client Liaison Executive (CLE) and planner(s) which include diary management, meeting preparation, client reviews and activity management.

• Where necessary, greet clients and organise refreshments for client meetings.

• Update policy / client details and full factfind information in line with the agreed protocol.

• Assist with the office filing, typing, scanning, binding, photocopying and maintaining stationery supplies.

• Support the CLE with the inputting/maintaining client records using IRESS Adviser Office and Volume Finance or other document management system.

• Assist with answering the telephones and the post.

• Process letters of authority and ensure that information is received and delivered to the planner(s) within Service Level Agreements (SLA's). Ensure the planner(s) is kept informed of progress and that IRESS AO is updated with all relevant information.

• Assist with database cleansing/admin when requested by either the Client Liaison Executive Manager or CLE.

• Complete documentation and package new business for onward transmission to the central processing team(s) to assist the CLE, ensuring activity entries are in place for chasing until the business is complete.

• Ensure that Money Laundering checks for clients have been carried out

Please send CVs to [please apply by clicking on the blue button on this web page] if this interests you.