Client Services Representative

Client Services Representative 6 Month Contract (Initial)BromleyOn Site Working Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone''s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.We are happy to be recruiting for one of our high-profile Banking clients. They are currently looking for a Client Services Representative to join them for an initial 6-month contract. However, there may be scope for extension, or even a more permanent opportunity. Overview of the Role:The CSR will assist their Financial Advisor (FA) and other team members with the delivery of high-quality client service and support for their client base. The role of the CSR will require diversification, flexibility and experience of ML Products and Services, and broad industry knowledge. Role Responsibilities: Provide fundamental support in all phases of client service, client relationship building and account maintenance to assist the business activities of FAs.Provide client service support in accepting and placing orders upon FA and/or client request, responding to client enquiries on account documentation, account balances, account activity, statement information, securities, transfers, security information, general
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