Job title: Client Services Assistant
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
Location: Kendal
Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles.
What You Will Do?
Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion.Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents.Co-ordinate with providers regarding clients’ change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary.Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance.Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources.Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems.Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests.Produce valuations for clients as required, taking into account each client’s service standard, and accurately record all valuations and related notes on company IT systems.Update client Factfinds on the IT system after meetings, prepare clients’ portfolios, set up all required information, and instigate PFP access with each client as appropriate. xwwtmva Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved.Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organ……