![ACS Recruitment Solutions Ltd](https://media.trabajo.org/img/noimg.jpg)
Client Service Specialist
1 week ago
- Provide a point of contact for all queries pertinent to your role from the team
- Provide technical support to the team
- Use initiative to locate answers and helps others use their initiative to locate answers
- 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 by removing work from our Advisers/Paralegals.
- 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
- 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 of Microsoft Outlook, Excel & Word
- Complete all PSS modules
- Be willing to take and pass SJP Pensions Certificate and Diploma
- Be willing to take and pass SJP Savings and Investments Certificate and Diploma
- Attend forums, webinars and workshops as appropriate
- 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
-
Client Services Specialist
1 week ago
Swindon, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Client Services Specialist - Financial Services** **Location: Badbury, Swindon, office based role** **Salary range: Highly competitive (depending on experience and skills)** **Full time: 35.5 hours a week** Are you an enthusiastic Client Services Specialist eager for your next role? Could you fulfil a vital support function within a busy Financial...
-
Client Service Specialist
3 weeks ago
Swindon, United Kingdom Siamo Group Full timeWe 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...
-
Client Service Specialist
1 week ago
Swindon, United Kingdom ACS Staffing Solutions Full timeClient 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...
-
Swindon, United Kingdom Client Full timeTrainee / Junior Service Engineer (Full Training)£25,000 - £27,000 + (Guaranteed OTE £33K +) + Specialist Training + Monthly Bonus + Van & Fuel Card + Overtime + Door to Door + Career Progression Home Based: Ideally Located along M4 Corridor (Bristol, Reading, Swindon or surrounding) Are you from a Mechanical / Electrical background? Are you looking...
-
Client Service Specialist
2 weeks ago
Swindon, Swindon, United Kingdom ACS Staffing Solutions Full timeClient Service Specialist Swindon £27,000 Monday - Friday 8:30-17:00Are 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...
-
Client Service Specialist
1 day ago
Swindon, United Kingdom ACS Staffing Solutions Full timeClient Service SpecialistSwindon£27,000Monday - Friday 8:30-17:00Are 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...
-
Client Service Specialist
1 week ago
Swindon, United Kingdom ACS Staffing Solutions Full timeClient Service Specialist Swindon £27,000Monday - 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...
-
Client Support Specialist
3 days ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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 advisors while...
-
Client Support Specialist
2 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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 advisors while...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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 click apply for full job...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom CareerBliss Full timeWe 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...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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 advisors...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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 advisors...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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 advisors...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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 advisors while...
-
Client Support Specialist
5 days ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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 advisors while...
-
Client Support Specialist
3 weeks ago
Swindon, United Kingdom Siamo Recruitment Full timeWe 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...