Client Support Specialist

6 days ago


Basingstoke, Hampshire, United Kingdom Chase de Vere Full time
About the Role

We are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Chase de Vere. As a Client Support Specialist, you will play a critical role in providing exceptional support to our financial advisers and clients.

Key Responsibilities
  • Provide 1-1 support to Independent Financial Advisers, ensuring they have the necessary resources and information to deliver excellent client service.
  • Respond to day-to-day technical and process queries from Advisers, Administrators, and Clients, providing timely and accurate solutions.
  • Prepare client meeting packs, ensuring all necessary documents and information are included.
  • Record and update back office systems, maintaining accurate and up-to-date records.
  • Book client review appointments and manage IFA's diary, ensuring seamless communication and coordination.
  • Maintain client files throughout the application stage, ensuring all necessary documentation is complete and accurate.
  • Process new business received via post or online, loading relevant data onto the CRM database.
  • Update IFA's and Clients on the progress of their new business cases, providing regular updates and status reports.
  • Adhere to FCA regulations and internal policy and procedure, ensuring compliance and risk management.
  • Develop and maintain strong working relationships with colleagues across the business, fostering a collaborative and supportive team environment.
What We Offer
  • A competitive salary with the opportunity to earn an annual bonus.
  • 25 days holiday, plus bank holidays.
  • A day off for your birthday.
  • Life assurance – 4 x salary.
  • Comprehensive induction and training programme.
  • Funded exams and paid study leave.
  • A wide range of voluntary flexible benefits to suit your individual needs.
  • The option to buy additional holiday days.
  • Cycle to work Scheme.
  • Two paid volunteering days each year, to support your local community.
  • Employee Assistance Programme with access to a 24/7 helpline.
  • Access to our free mortgage service, through our internal mortgage team.
  • Our Employee Forum and Diversity & Inclusion group.
  • Local and companywide events in support of our company charities.


  • Basingstoke, Hampshire, United Kingdom Hays Business Support Full time £28,000

    Position Overview Join a prestigious organization recognized for delivering exceptional products and services as a Client Relations Specialist. You will become part of a professional, stable, and welcoming team dedicated to excellence. Key Responsibilities Assist customers with their orders through various communication channels including telephone,...


  • Basingstoke, Hampshire, United Kingdom Chase De Vere Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Chase De Vere. As a Client Support Specialist, you will play a critical role in providing exceptional support to our financial advisers and clients.Key ResponsibilitiesClient Support: Provide 1-1 support to Independent Financial Advisers,...


  • Basingstoke, Hampshire, United Kingdom Chase De Vere Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Chase De Vere. As a Client Support Specialist, you will play a critical role in providing exceptional support to our financial advisers and clients.Key ResponsibilitiesClient Support: Provide 1-1 support to Independent Financial Advisers,...


  • Basingstoke, Hampshire, United Kingdom Castle Trust Bank Full time £23,500

    Join Our Team as a Client Support Specialist We are excited to announce an opening for a dedicated Client Support Specialist at Castle Trust Bank, a pioneering fintech institution. Since our establishment as a fully authorized bank, we have been committed to delivering exceptional financial solutions, including specialized property mortgages, retail finance...


  • Basingstoke, Hampshire, United Kingdom Diligenta Full time £23,400

    Client Support Specialist - Basingstoke Salary: From £23400-£23400 Client Support Specialist - Basingstoke £23,400 Monday- Friday, 8:30am - 6pm Basingstoke What does the role involve?As a vital member of our team, you will engage with customers through inbound communications regarding their life assurance, savings, investments, or pension plans. Your...


  • Basingstoke, Hampshire, United Kingdom Chase de Vere Full time

    Private Client Support SpecialistChase de Vere is seeking a highly organized and detail-oriented Private Client Support Specialist to join our team. As a Private Client Support Specialist, you will play a critical role in providing exceptional support to our financial advisers and clients.Key Responsibilities:Provide administrative support to financial...


  • Basingstoke, Hampshire, United Kingdom Chase de Vere Full time

    About the RoleWe are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to our clients.Key ResponsibilitiesProvide exceptional support to our Independent...


  • Basingstoke, Hampshire, United Kingdom Chase de Vere Full time

    About the RoleWe are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to our clients.Key ResponsibilitiesProvide exceptional support to our Independent...


  • Basingstoke, Hampshire, United Kingdom Chase de Vere Full time

    About the RoleWe are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to our clients.Key ResponsibilitiesProvide exceptional support to our Independent...


  • Basingstoke, Hampshire, United Kingdom Chase de Vere Full time

    About the RoleWe are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to our clients.Key ResponsibilitiesProvide exceptional support to our Independent...


  • Basingstoke, Hampshire, United Kingdom Castle Trust Bank Full time

    Job OpportunityWe are seeking a talented Customer Service Representative to join our team at Castle Trust Bank. As a fintech challenger bank, we pride ourselves in providing specialist property mortgages, retail finance lending, and savings accounts to a variety of customers.Our retail finance division, Omni Capital, partners with retailers nationwide to...


  • Basingstoke, Hampshire, United Kingdom Castle Trust Bank Full time

    Job OpportunityWe are seeking a talented Customer Service Representative to join our team at Castle Trust Bank. As a fintech challenger bank, we pride ourselves in providing specialist property mortgages, retail finance lending, and savings accounts to a variety of customers.Our retail finance division, Omni Capital, partners with retailers nationwide to...


  • Basingstoke, Hampshire, United Kingdom Streamline Search Full time £13 - £14

    Client Relations Specialist £50 per hour (Depending on experience) Permanent, full-time. Office-based, 37 hours per week. 8.23 days of annual leave, in addition to public holidays. ~ Employer pension contribution. ~ On-site parking available. ~ Employee assistance program (complimentary 24-hour helpline from Health Assured). Streamline Search is a...


  • Basingstoke, Hampshire, United Kingdom Once For All Full time

    Position OverviewClient Success SpecialistWork Arrangement: Hybrid (2 days per week from the office)Compensation: £25,000Once For All is a rapidly expanding, cloud-based SaaS subscription enterprise. Our innovative solutions empower clients to effectively oversee their supply chain governance, risk management, and compliance needs. We serve a diverse...


  • Basingstoke, Hampshire, United Kingdom Once For All Full time

    Position OverviewClient Success SpecialistWork Arrangement: Hybrid (2 days per week from the office)Compensation: £25,000Once For All is a rapidly expanding, cloud-based SaaS subscription enterprise. Our innovative solutions empower clients to effectively oversee their supply chain governance, risk management, and compliance needs. We serve a diverse...


  • Basingstoke, Hampshire, United Kingdom Castle Trust Bank Full time

    Customer Service Advisor - Castle Trust BankJoin our team at Castle Trust Bank as a Customer Service Advisor, where you will have the opportunity to contribute to our innovative fintech organization. We specialize in providing tailored property mortgages, retail finance solutions, and savings accounts to a wide range of clients.In your role as a Customer...


  • Basingstoke, Hampshire, United Kingdom Resourcing Global Solutions Full time

    Position Overview: Resourcing Global Solutions is seeking a motivated Client Relations Specialist to enhance our customer service team. This position is ideal for a professional with a background in precision manufacturing or engineering, who can effectively connect product details with client expectations. The successful candidate will prioritize customer...


  • Basingstoke, Hampshire, United Kingdom Tech Connect Group Full time

    Position OverviewWe are seeking a dedicated Client Relations Specialist to join our team at Tech Connect Group. This role is essential in ensuring seamless communication and support for our clients. The successful candidate will thrive in a dynamic environment, demonstrating initiative, self-motivation, and dependability.Required Qualifications &...


  • Basingstoke, Hampshire, United Kingdom Alina Homecare Full time

    About the RoleAs a Disability Support Specialist with Alina Homecare, you will play a vital role in enabling individuals with learning disabilities to live independently and reach their full potential.Key ResponsibilitiesAttend appointments and provide supportive assistance to clients.Accompany clients to day centres and engage them in fun activities.Support...


  • Basingstoke, Hampshire, United Kingdom Alina Homecare Full time

    About the RoleAs a Disability Support Specialist with Alina Homecare, you will play a vital role in enabling individuals with learning disabilities to live independently and reach their full potential.Key ResponsibilitiesAttend appointments and provide supportive assistance to clients.Accompany clients to day centres and engage them in fun activities.Support...