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Client Services Assistant Jobs (Hybrid work)

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Client Services Assistant
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Join a dynamic West End investment manager as a Client Services Assistant. You will handle client onboarding, AML/KYC checks, and payment processing in a collaborative team. A proactive graduate with a commitment to service excellence will thrive here. Comprehensive training and clear growth oppo...
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Location
United Kingdom , London
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Salary
30000.00 - 36000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Embark on a rewarding career path by exploring Client Services Assistant jobs, a vital entry-point into the dynamic world of customer relationship management. Professionals in this role are the backbone of client-facing operations, serving as a crucial link between an organization and its customers. Their primary mission is to ensure a seamless, positive, and efficient client experience from onboarding through ongoing support. If you are a person who thrives on problem-solving, excels in communication, and derives satisfaction from helping others, a career as a Client Services Assistant offers a fantastic foundation for growth. The day-to-day responsibilities of a Client Services Assistant are diverse, blending administrative precision with interpersonal interaction. A core function is managing the client onboarding process, which involves gathering necessary information, setting up accounts in internal systems, and ensuring all compliance-related documentation is completed accurately and efficiently. Once clients are onboarded, assistants are the first point of contact, fielding a high volume of inquiries via phone, email, and live chat. This requires them to not only provide timely and accurate responses but also to troubleshoot issues, escalate complex problems to senior team members, and follow up to ensure resolution. Beyond direct client communication, the role heavily involves data management; meticulously updating client records, processing routine transactions, and generating reports are all common tasks. They also provide essential support to the broader client services or account management team by preparing for meetings, scheduling appointments, and assisting with various administrative projects that enhance operational efficiency. To succeed in Client Services Assistant jobs, a specific set of skills and attributes is essential. Exceptional communication skills, both written and verbal, are non-negotiable, as is a patient and empathetic customer service demeanor. Strong organizational abilities and acute attention to detail are critical for managing multiple tasks, maintaining accurate data, and adhering to deadlines. Proficiency with standard office software and an aptitude for learning new internal platforms, such as Customer Relationship Management (CRM) systems, is typically required. Employers often look for candidates with a high school diploma or equivalent, though an associate's or bachelor's degree can be advantageous. While not always mandatory, prior experience in an administrative or customer-facing role is highly valued. Ultimately, a proactive mindset, a collaborative team spirit, and a genuine passion for delivering outstanding service are the hallmarks of a top-performing Client Services Assistant. For those seeking a career-oriented role that builds a versatile skill set, these jobs provide an excellent platform for advancement into senior client management, account management, or operational leadership positions.

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