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Client Support Specialist
2 months ago
As a Client Support Administrator at The Talent Crowd, you will play a vital role in ensuring the seamless delivery of high-level administrative support to Planners and Paraplanners. This position offers a unique blend of professional growth and personal satisfaction, making it an ideal opportunity for a highly organized and proactive individual.
Key Responsibilities- Collaborate with the Client Support Team Leader to ensure all activities align with company policies and meet agreed standards and timescales.
- Engage in tasks such as report writing, preparing client documentation, handling client inquiries, and performing reception and office duties as needed.
- Proactively manage and prioritize your workload to maintain exceptional client service and delivery.
- Support colleagues and maintain effective relationships with clients and third parties.
- Adapt quickly to shifting priorities in a fast-paced environment, ensuring demanding targets are met.
- Strong interpersonal skills and a track record of successful delivery in a financial planning business.
- Excellent planning and organizational skills to align activities with business priorities.
- Proficiency in MS Office Products.
This role is ideal for a highly motivated and detail-oriented individual with a passion for delivering exceptional client service. If you are a team player with excellent communication skills and a strong work ethic, we encourage you to apply for this exciting opportunity.
Seniority LevelEntry level
Employment TypeFull-time
Job FunctionOther
IndustriesStaffing and Recruiting
