Source Recruitment
Senior Client Representative
Customer Service / Insurance / Administration, Secretarial & PA
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- Job type
- Full-time
- Contract type
- Permanent
- Location
- Office
- Start date
- Immediately
- Salary
- Not specified
The Position
A superb trainee opportunity at a leading provider of insurance-based wealth solutions.
The Responsibilities
Working as part of a Client Services team and the wider Operations department to provide assistance and administration support to clients and financial advisors primarily in relation to their Unit-Linked plans and servicing requirements.
The role holder will ensure that administration requests are processed accurately and provide reception cover on request and general support to the wider Unit Linked Operations team as required.
Experience / Qualifications / Education
Ideally candidates should have customer services and operational experience in a customer focused environment within the Financial Services Sector.
Experience of working with and /or mentoring other staff within a team environment would be beneficial.
Benefits
Competitive.
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