Client Services VA

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August 4

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Founded in June 2021, our company is passionate about empowering individuals to achieve their career goals. We offer personalized career coaching, dynamic development training, and top-notch recruitment services. Our experienced team guides individuals through customized coaching sessions, delivers skill-enhancing workshops, and connects exceptional talent with organizations.

11 - 50 employees

Founded 2021

📋 Description

• Handle client communications via email and phone in a professional, timely manner • Book and manage adviser calendars and client meetings • Prepare and send client documents (welcome packs, fact-finds, compliance forms) • Maintain accurate client records in CRM and document storage systems • Liaise with product providers (e.g. pension, insurance companies) for policy information • Support client onboarding and track completion of required forms • Upload and organise client documents in cloud-based systems • Assist with client service reports and follow-ups • Ensure GDPR and confidentiality policies are upheld

🎯 Requirements

• Proven experience in client services, virtual assistance, or administration within financial services or a related sector • Strong understanding of financial products such as pensions, investments, and insurance is preferred • Proficient in CRM systems (e.g., Intelliflo, Salesforce, Xplan) and Microsoft Office suite (Excel, Word, Outlook) • Experience with compliance, client onboarding, and financial documentation processes • Excellent organisational, communication, and multitasking skills • Ability to work independently with minimal supervision, managing deadlines effectively • Knowledge of GDPR and data protection best practices • Experience liaising directly with clients and financial product providers