Client Services Assistant


Client Services Assistant
Salary Negotiable Depending on Experience - Permanent role
Full-Time role - based in Central Edinburgh

One of Reed's clients based in the City Centre of Edinburgh are currently looking to recruit a Client Services Assistant on a permanent basis. As the successful candidate you will be responsible for providing comprehensive support to customers in line with company policy and regulations.

Duties involved in this role will include:-
* Dealing with queries from clients and financial contacts in terms of their cases
* Working closely and maintaining relationships with various stakeholders within the business
* Drafting responses and correspondence to clients
* Creating and updating documentation for client meetings and presentations
* Ensuring all dealings with clients are in line with both company policy and legal regulatory guidelines
* Maintaining client records, file notes, scanning and the company diary system
* Providing client documentation and reports when required
* Various other ad hoc Client Services work as directed

In order to be considered for this role, candidates must have the following:-
* Extensive previous customer service experience, preferably within Financial Services
* Excellent communication skills - written, verbal and face to face as you will be communicating both internally and externally
* Excellent organisation skills, the flexibility to turn your hand to a variety of tasks and attention to detail - with the ability to prioritise a busy and varied workload effectively
* Strong IT skills including the use of MS Office

Please note that applicants who do not meet the criteria above will not be considered for the role - If you do meet the criteria above and you are interested in applying for this role, please submit your CV via the advert ASAP or contact Alex Stewart for more information on 0131 240 3680

Reed Specialist Recruitment is an Employment Agency and an Employment Business for permanent and temporary recruitment. In response to your application Reed will contact you by phone, email or SMS to discuss it and related opportunities. You can opt out at any time using the links provided.

Application Details

Closing date:

Alex Stewart
0131 240 3680

Reference No: 7080096

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