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Client Delivery Associate

Job description

Job Purpose:
The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities:

  • Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
  • Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
  • Preparation for client meetings and attend as and when required
  • Process all business in accordance with required processes & proactive pipeline management
  • Prepare and print illustrations, key features and applications as required
  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
  • Request policy information from third party policy providers
  • Coordinate and produce client valuations as part of the advice delivery process
  • Maintain client records in accordance with internal Compliance requirements
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
  • Maintain an awareness of, and act in accordance with, all compliance and legislative obligations

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.