Job Description

Client Services Associate

Wakefield

23,000 + up to 15% bonus + excellent benefits

Are you an experienced customer service professional with strong outbound calling experience? Do you enjoy building meaningful client relationships and being the first point of contact in a high-quality service environment?

Our client, a respected and fast-growing wealth management firm, is looking for a proactive and personable

Client Services Associate

to join their team in Wakefield. This is a fantastic opportunity to be part of a supportive, values-driven organisation that is committed to personal development and professional excellence.

The Role

As a key member of the Client Services Team, you will shape the experience clients receive from the very first interaction. This role is ideal for someone who thrives on proactive engagement, relationship building, and high-quality service delivery primarily over the phone. Your focus will be on structured outbound calling, client engagement, and supporting advisers with accurate and timely information.

Key Responsibilities

Client Engagement & Relationship Building (Primary Focus)

Make proactive outbound calls to clients before, during, and after adviser meetings Build rapport and maintain strong ongoing relationships Manage inbound enquiries and ensure clients receive timely, high-quality resolutions Support client communication strategies, including event invites and follow-ups

Operational & Administrative Support

Manage and coordinate adviser diary schedules, including appointment preparation Maintain and update the central client database to support re-engagement Use Salesforce CRM for workflow and communication Liaise with external organisations to obtain relevant plan or scheme information

About You

We are looking for someone who brings:

Mandatory:

Proven customer service experience with a strong focus on

outbound telephony

A proactive, self-motivated approach with a passion for delivering excellent client experiences Strong organisational and administrative skills High attention to detail and accuracy Clear and confident communication skills (phone and written) A team-focused attitude aligned with values such as ownership, drive, and collaboration

Benefits & Package

23,000 starting salary

Up to 15% discretionary bonus

(10% production + 5% performance)

Clear salary progression

based on development

25 days annual leave

+ bank holidays

Workplace pension scheme

Life assurance

(4x salary)

Appraisal Reward Day

Hybrid working (including 1 remote late-shift day per week)
Job Types: Full-time, Permanent

Pay: From 23,000.00 per year

Benefits:

Company pension On-site parking Work from home
Work Location: In person