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Client Support Specialist

2 months ago

Barnet, Greater London, United Kingdom IDEX Consulting Ltd Full time

Job Summary:

IDEX Consulting Ltd is seeking a highly organized and detail-oriented Client Support Specialist to join their team. As a key member of the Financial Advisory business, you will play a crucial role in supporting the team's growth and success.

Key Responsibilities:

  • Client Support: Provide proactive support to Financial Advisors, ensuring seamless client interactions and experiences.
  • Diary Management: Effectively manage diaries and arrange client meetings, ensuring timely and efficient communication.
  • Client Liaison: Build strong relationships with high-net-worth clients, providing exceptional service and support.
  • Administrative Tasks: Prepare meeting packs, raise invoices, and manage databases with accuracy and attention to detail.

What We Offer:

As a Client Support Specialist at IDEX Consulting Ltd, you will have the opportunity to work in a dynamic and supportive team environment. You will be part of a collaborative team that values proactivity and energy. The role offers a hybrid working pattern, with 3 days in the office and 2 days working from home. Additionally, study support is available to help you achieve your career goals.

About IDEX Consulting Ltd:

IDEX Consulting Ltd is a leading Financial Advisory business, committed to delivering exceptional services to their clients. They strive for an inclusion-first company culture, where everyone is treated fairly and can bring their authentic selves to work. They recognize the importance of diversity and equity, and are committed to driving conscious inclusion across their business.