Assistant Client Manager

Assistant Client Manager - Financial Services

Located in Sale

Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager.

Duties will include :

• Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.

• Liaising with provider companies to obtain policy information as appropriate.

• Liaising with Clients to provide updates, as requested.

• Processing Client Letter of Authority (LOA).

• Updating Client file with up-to-date policy information

• Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.

• Preparing and processing Life Insurance quotations and applications

• Updating Client files with relevant documentation, policy details and Client information, and ensuring these are up to date and present.

• Assisting with Monthly Income reconciliation

• Preparation of Client Packs

• Answering phones Salary Guide 26500 + Bonus + Study Support + Benefits