Job Description

Job description

The Client Service Team is responsible for the day-to-day support and servicing of our clients.

Main duties:
The role will see you working closely with the Client Service Team Manager and established team to provide an integral function to the wider team.
As a member of the Client Service Team, you will be required to demonstrate good diligence and a strong ability to multi-task and prioritise workload, while always adhering to TCF principles.

Role Responsibilities:

  • Centrally assist Advisers in preparing for progress meetings which review client Portfolios, including the preparation of client reports and provider forms, existing policy, and fund information.
  • Address all system-generated tasks on the same day; promptly report to the manager if any tasks are more than 5 days overdue, providing reasons for delays.
  • Manage/ Take ownership of the annual review process from allocation, to issuance...

    • Apply for this Position

    Ready to join IDEX Consulting? Click the button below to submit your application.

    Submit Application