Client Liaison Associate Job in Maidstone, Kent

Client Liaison Associate Job in Maidstone, Kent. Apply for the latest Maidstone, Kent jobs in Accounting/Financial/Insurance.

Client Liaison Associate Job in Maidstone, Kent

Job Description
Client Liaison Associate

** Hybrid role, 2 days wfh, 3 in the office ** £28,000 – £30,000 ** Pension

Our client has a growing network of offices across the UK as well as offices in New York and Johannesburg and are seeking a Client Liaison Associate to join their office in East Malling.

Client Liaison Associate duties:

Maintain an up-to-date knowledge of company policies and procedures

Ensure timely execution of client instructions, cheques, contract notes and policy documents

Refer all client complaints and concerns promptly to your manager

Ensure shared working area is kept up to date and all client documents

Obtain illustrations and supporting documents as required by paraplanners to produce client reports

Complete PIF’s and other internal forms to add requests to the review and Paraplanning workflow

Produce reports/letters for top ups to existing client portfolios along with transactions

Action client requests for withdrawals or amendments to their portfolios

Action client death claims in line with company procedures

Ensure that work items are closed correctly on the CRM once the work has been carried out

Personal support to the adviser, monitor their diaries and prepare meeting packs

Act as a point of contact for the client in the adviser’s absence and deal with client queries

Book client meetings including annual review meetings

Carry out all pre submission checks for compliance and documents

Submit New Business cases, fund switches, surrender and transactions

Client Liaison Associate requirements:

Experience working within financial services

Strong client service skills

Excellent communication skills

Strong Microsoft Office skills

XPLAN experience is ideal but not essential

Additional Information:

Based in East Malling, Kent

£25,000 – £30,000

25 days annual leave + a day off for your birthday

Contributory pension scheme

Private healthcare

Life assurance

Health insurance

Charity volunteer days

Employee recognition

Recruitment referral

Career development

Cycle to work scheme

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer

Job Type: Permanent, Full Time
Location: Maidstone, Kent
Category: Accounting/Financial/Insurance
City: Maidstone
County: Kent
Country: United Kingdom
Salary: £25000 – £32000/annum
Benefits: