Client Service Analyst.


Client Service Analyst, Client Services, Financial Services, Financial Services Experience,


2+ Years

Up to £50,000


Your referral reward
Referment are working with a growing business that is re-defining how individuals and families connect and engage with their financial life. They provide their clients with control over their personal finances, enhancing their ability to achieve their personal and financial aspirations.

They are currently looking for a Client Service Analyst to join them. You will be the key point of contact for 50+ high net worth clients, interacting with service providers (banks, brokers, custodians). You will be working across different functional teams in order to solve business problems. 

Key Requirements
  • 2-5 years financial services experience
  • Bachelors degree in a numerate subject
  • Strongly motived, sets demanding standards of personal excellence
  • Confident being part of a small that is building a business
Preferable Qualifications 
  • CII Life & Pensions Certificate would be an advantage
  • IMC would be an advantage 
Not quite right for you? Refer someone you know using the Referment platform and earn up to £500 when they complete a first-round interview.

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