Client Service Executive

Client Services Associate

Teesside (Hybrid Working)£28,000 - £32,000 + Bonus + Excellent Benefits

Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities?

A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team.

The Role

This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients.

Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard.

Key Responsibilities

• Acting as the first point of contact for client enquiries (phone, email, and secure messaging)
• Managing diaries, booking client meetings, and preparing supporting documentation
• Supporting clients with requests including withdrawals, deposits, and account updates
• Liaising with advisers, paraplanners, and external providers
• Preparing for meetings and ensuring a professional client experience
• Maintaining accurate and compliant records of all client communication
• Supporting the onboarding process and ongoing service delivery

About You

• Previous experience in a client service or administrative role
• Excellent organisational skills with strong attention to detail
• Professional communication skills, both written and verbal
• A proactive, positive attitude and willingness to learn
• Strong IT skills, particularly Microsoft 365
• Experience within financial services or a regulated environment
• Familiarity with platforms such as Transact, XPLAN, or similar (Desirable)
• Experience dealing with third-party providers

What's in it for you?

• Hybrid working (office and home-based flexibility)
• Generous annual leave package
• Discretionary bonus scheme
• Private medical insurance & income protection
• Pension and death in service benefits
• Full support toward professional qualifications
• Clear career progression pathways
• Supportive team culture with real development opportunities