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Client Liaison Officer

  • Location: Blackpool
  • Salary: 22,000 per year
  • Job Type:Permanent

Posted 11 months ago

  • Sector: Front-Line Talent
  • Contact: Sally Brearley
  • Contact Email:
  • Contact Phone: 0161 883 2755
  • Expiry Date: 02 October 2023
  • Job Ref: SB/10783

Client Liaison Officer

Salary - £22,000

Location - Blackpool

Hours - Mon to Fri, 9am - 5pm


If you are a customer focused individual looking to start your career with a well-established Financial Services organisation, then this could be the perfect opportunity for you.

No experience is needed as full training will be provided, but you need to have the right attitude and work ethics to succeed in this position.


Your main duties and responsibilitues will be:

  • Amending static data in internal systems as and when required

  • Completing payment requests, including internal transfers, through liaison with internal and external parties

  • Completing call-backs in line with company procedures regarding static data and payments

  • Completing general ISA Administration in line with HMRC procedures

  • Ensuring all aspects of CRM issues are complete

  • Dealing with e-mail and telephone requests from both internal and external parties

  • Providing technical support for Wealth Online to clients, colleagues and intermediaries

  • Processing transfers in and out relating to GIA and ISA, requesting valuations, chasing counterparties and completing transfer once received back from Operations

  • Requesting probate valuations and providing invoices

  • Log incoming cheques in line with CASS requirements

  • Updating book costs and CGIX as and when required

  • Completing additional projects as and when required 


You will be required to pass a DBS and credit check for this position.


If you meet the above criteria, please send an updated CV to me: