Financial Services Client Services in Wakefield - NJR Recruitment

Client Services - Financial Services

Wakefield

£23,000 + Bonus & Benefits

Are you passionate about delivering outstanding customer service within financial services? NJR Recruitment is currently supporting a fast-growing wealth management firm in Wakefield to recruit a Client Services Team Member who will be the first point of contact for valued clients.

This is a fantastic opportunity to join a professional and ambitious team where you'll play a key role in client communication, appointment preparation, and CRM management-helping to shape the client journey from start to finish.

What You'll Do:

" Arrange client meeting and manage adviser diaries

" Handle incoming client enquiries and ensure positive outcomes

" Proactively engage with clients before, during, and after adviser meetings

" Manage client communications, events, and prospecting contact strategies

" Maintain and update CRM (Salesforce) to ensure smooth workflow and accurate records

" Prepare for adviser meetings and liaise with external providers for policy/scheme information

What We're Looking For:

" Experience in a financial services-based customer service or client support role

" Previous experience in a phone based position

" Strong communication skills, both written and verbal

" Excellent attention to detail and organisational abilities

" Confidence using CRM systems and handling client data (Salesforce experience a bonus)

" A proactive, team-focused mindset with a client-first attitude

What's on Offer:

" Salary: £23,000 + discretionary bonus (up to 15%)

" Clear progression pathways with potential for future salary increases

" 35 hours/week: Mon-Thurs 9am-5pm, Fri 8:30am-4:30pm (including 1 remote day/week with 11am-7pm shift)

" 25 days holiday + bank holidays

" Pension scheme & death in service (4x salary)

" Additional reward days & performance recognition

If you thrive in a supportive, fast-paced environment and enjoy building lasting relationships with clients, we'd love to hear from you.

For more info or to apply confidentially, or contact NJR Recruitment quoting NJR16222