Client Services Associate Wakefield £23,000 up to 15% bonus excellent benefits Are you an experienced customer service professional with strong outbound calling experience? Do you enjoy building meaningful client relationships and being the first point of contact in a high-quality service environment? Our client, a respected and fast-growing wealth management firm, is looking for a proactive and personable Client Services Associate to join their team in Wakefield. This is a fantastic opportunity to be part of a supportive, values-driven organisation that is committed to personal development and professional excellence. The Role As a key member of the Client Services Team, you will shape the experience clients receive from the very first interaction. This role is ideal for someone who thrives on proactive engagement, relationship building, and high-quality service delivery primarily over the phone. Your focus will be on structured outbound calling, client engagement, and supporting advisers with accurate and timely information. Key Responsibilities Client Engagement & Relationship Building (Primary Focus) * Make proactive outbound calls to clients before, during, and after adviser meetings * Build rapport and maintain strong ongoing relationships * Manage inbound enquiries and ensure clients receive timely, high-quality resolutions * Support client communication strategies, including event invites and follow-ups Operational & Administrative Support * Manage and coordinate adviser diary schedules, including appointment preparation * Maintain and update the central client database to support re-engagement * Use Salesforce CRM for workflow and communication * Liaise with external organisations to obtain relevant plan or scheme information About You We are looking for someone who brings: * Mandatory: Proven customer service experience with a strong focus on outbound telephony * A proactive, self-motivated approach with a passion for delivering excellent client experiences * Strong organisational and administrative skills * High attention to detail and accuracy * Clear and confident communication skills (phone and written) * A team-focused attitude aligned with values such as ownership, drive, and collaboration Benefits & Package * £23,000 starting salary * Up to 15% discretionary bonus (10% production 5% performance) * Clear salary progression based on development * 25 days annual leave bank holidays * Workplace pension scheme * Life assurance (4× salary) * Appraisal Reward Day * Hybrid working (including 1 remote late-shift day per week) CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.