About the Role

The Client Relationship Associate plays a key role in supporting the smooth running of day-to-day support, ensuring the delivery of high-quality administrative and customer service support to financial advisers and their clients, in accordance with regulatory requirements and business standards.

Requirements

• Previous experience in a similar role within an IFA business or financial services industry is preferable.
• Experience in client administration and support.
• Team player with a collaborative approach.
• Previous Experience of Intelligent Office (IO) is preferable.
• Strong customer service ethos – able to build relationships of trust across a diverse client base.
• Process driven – able to follow defined processes to evidence adherence to PFS standards and policies, regulatory requirements and any other compliance demands.
• Attention to detail – working with the Adviser & Team Leader(s) to ensure that clients have all the information they need in order to review and make decisions about their investments; that providers have the correct details to carry out client instructions; and that all information is recorded in IO.
• Problem solving – able to find solutions to issues and non-standard situations as they arise, ensuring appropriate escalation and recording in line with complaints processes and/or feedback to ensure continuous improvement on PFS processes.
• Collaborative Communicator – building relationships across the various teams and able to work with colleagues at all levels of the organisation.
• Able to prioritise and manage workload – work with Team Leader(s) to understand and prioritise client-based workload while balancing day to day administrative tasks such as the maintenance of client data, documentation, etc.