Client Service Associate Location: Newcastle Job Type: Full-time Salary: £26,000 - £32,000 We are seeking an experienced Client Service Associate with a background in financial services to join a dynamic team. The ideal candidate will have proven experience in an IFA environment and a strong commitment to providing excellent client support while streamlining administrative processes. Day-to-day of the role: Provide day-to-day support and servicing of clients as part of the Client Service Team. Demonstrate diligence and the ability to multi-task and prioritise workload in adherence to TCF principles. Assist Advisers in preparing for client meetings, including the preparation of reports, provider forms, and policy and fund information. Address all system-generated tasks promptly and report any overdue tasks to the manager, explaining reasons for delays. Manage the annual review process from allocation to issuance of the meeting pack. Prepare review documentation and/or annual suitability reports. Liaise with advisers to clarify incomplete or unclear information. Perform additional duties as assigned. Required Skills & Qualifications: Experience within a Financial Services environment. Proven work experience as a Financial Administrator or similar role. Strong organisational and time management skills. High level of accuracy and attention to detail. Quick learner with strong communication skills. Strong relationship-building skills. Ability to work efficiently in a fast-paced environment. Client service focus. Proficiency in Microsoft Office. Benefits: 28 days annual leave, plus bank holidays Group life assurance (4 x basic annual salary) Income protection Private medical insurance Healthcare cash plan