Client Services Assistant

  • Location
    Kendal, Cumbria
  • Salary
  • Category
    Banking & Financial Services - Client Services
  • Job type
  • Industry
    Banking and Financial Services
  • External Reference

My client based in Kendal are looking for a full time permanent Client Services Assistant to support the Financial Planners and Relationship Managers, under the guidance of the Client Services Manager.

Within the role you will be responsible for the following tasks;

  • Follow processes from start to finish and send out policy documents/contract notes etc and ensure that company IT systems are up to date including all scanned documents.

  • Co-ordinate with clients regarding any changes to customer details and circumstances

  • Prepare files for Financial Planners and update client information on IT systems prior to client visits and advise of any compliance outstanding

  • Produce valuations for clients as required

  • Chase initial fees from providers to ensure company cash flow

  • Cover reception when required


  • Word, Excel and Outlook

  • Excellent Customer Services Skills

  • Administrative experience in a similar role

  • Excellent written and verbal communication skills


22 days holidays + bank holidays + 3 additional days off between Christmas and New Year

Paid day off for your Birthday if it falls on a working day.

3% company contribution Pension Scheme

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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Please apply with your CV to: Pip Gray