Client Services Representative

Client Services Representative

6 Month Contract (Initial)

Bromley

On Site Working

We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

We are happy to be recruiting for one of our high-profile Banking clients. They are currently looking for a Client Services Representative to join them for an initial 6-month contract. However, there may be scope for extension, or even a more permanent opportunity.

Overview of the Role:

The CSR will assist their Financial Advisor (FA) and other team members with the delivery of high-quality client service and support for their client base. The role of the CSR will require diversification, flexibility and experience of ML Products & Services, and broad industry knowledge.

Role Responsibilities:

• Provide fundamental support in all phases of client service, client relationship building and account maintenance to assist the business activities of FAs.
• Provide client service support in accepting and placing orders upon FA and/or client request, responding to client enquiries on account documentation, account balances, account activity, statement information, securities, transfers, security information, general product and/or service information research and initiating corrections to transaction and/or account errors.
• Provide administrative support to FAs and/or Management by maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation and initiating client contact via phone/meetings as needed to support FAs.
• Handling any documentation, presentation preparation and mailings, as required.
• Review client portfolios for all updates, answering administrative and operational enquiries.
• May provide marketing support for FAs Complete all required training.
• Adhere to all the companies Policies and Procedures.
• Provide coverage for other CSR's and Office staff as needed.
• Remain current on the companies Products, Services and system applications

Requirements, Skills & Experience:

• Strong organisational skills.
• Strong administrative skills.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Applications - Excel, Word, and PowerPoint.
• Team Player
• Experience in investment/financial services industry.
• Knowledge of ML Products and Systems
• Ability to communicate effectively (both orally and written).
• Ability to effectively plan, monitor, manage time and prioritise.
• Effective interpersonal skills, including sound judgement,
• Sensitivity in dealing with confidential business and client-related issues.
• Knowledge and experience of client service skills, communication skills and presentation skills.
• Experience in Payments and Transactions

Desirable Skills:

• Ability to communicate in varied languages, (French, German, Italian, Spanish, Arabic)

Location:

This is a site based role. You will be required to work at the clients Bromley site 5 days a week.

Working hours:

Standard working hours with some flex where required.

If you feel that this is a role that would suit you then please apply today.

If you do not hear from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.

Pontoon Solutions are an equal opportunities company