Client Service Specialist
2 weeks ago
Client Service Specialist
Swindon
£27,000
Monday - Friday 8:30-17:00
Are you a strong administrator with great customer & client service skills? Do you have experience in financial services? If YES then this could be the role for you...
Our well established client are looking for a methodical and organised client co-ordinator to join their team in Swindon.
Duties:
Provide a point of contact for all queries from the team Provide technical support Communicate with practice & office manager regarding any potential issues Meeting Preparation Business Submissions Suitability letters Deal with all complex cases Manage and resolve technical queries Liaise with clients to provide help and information on technical issues queries raised Liaise with tax and trusts, pensions marketing and asset management regarding contentious issues and solution solving Keep up with all industry and internal changes that will affect your role Show willingness to expand and increase knowledge of all areas of financial services - specifically pensions, investments and tax and trusts Updating all client confidential information to all relevant platforms. Supporting new members of the team. Personally managing Salesforce workflow Effective work control management
Ideal candidate:
The ability to balance conflicting demands in a calm and friendly manner Ability to work autonomously, remotely and within a team Precise attention to detail Comfortable with electronic data systems Experience in maintaining systems, processes and procedures Experience using Microsoft Packages Complete all PSS modules Be willing to take and pass Pensions Certificate and Diploma Be willing to take and pass Savings and Investments Certificate and Diploma Attend forums, webinars and workshops as appropriate
What they will offer in return:
3pm Friday finishes Company bonus 25 days holiday that increases 1 day each year Generous pension scheme Company celebration gifts Life cover Team nights out 3 days office based, 2 days home based after probation
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