Details:
- Salary: £25,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: SWINDON
- Date: 1 week ago
Description:
We are currently seeking a Client Service Specialist to join a well-established financial wealth management company based in Swindon. If you have passion for the financial industry and experience within a similar role this is a great opportunity to join a fast growing, encouraging and nurturing business to develop your career.
You will support with insight and demonstrate technical knowledge, administrative support to advisors while also maintaining an excellent level of customer service to all clients.
Are you looking to progress your career? With great support and academic investment from our client. This is a great outlet towards advancements in your career! Working alongside an experienced and positive team to support your progression.
Your responsibilities as a Client Service Specialist will be:
Provide a point of contact for all queries pertinent to your role from the team.
Provide technical support to the team and manage and resolve any technical queries.
Personally, managing Salesforce workflow and ensure work is correctly logged.
Updating all client confidential information.
Support administration with payments, requests and pension transfers.
Raise admin errors with directors/ practice managers.
Ensure emails are dealt with company service level agreements.
Ensure all information that advisors require for each meeting is provided, both electronically and on paper.
Expand knowledge of all areas of financial services – specifically pensions, investments and tax and trusts.
Communicate with practice and office manager regarding any potential issues.
Supporting new members of the team.
Have effective work control management.
Ideal candidate for this Client Service Support will have:
The ability to balance demands in a calm and friendly manner.
Experience in maintaining systems, processes and procedures.
Confident with Microsoft Office applications.
Precise attention to detail.
Ability to work autonomously, remotely and within a team.
Essential experience within a similar role.
Previous experience in a financial industry sector isn’t required but would be advantageous.
Willingness to learn and take pensions and investments certificates and diplomas.
Full UK Driving licence