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Client Support Specialist
2 months ago
Join our team as a Client Support Administrator and play a vital role in delivering exceptional client service in a fast-paced environment.
About the Role:
- Collaborate with the Client Support Team Leader to ensure seamless delivery of high-level administrative support for Planners and Paraplanners.
- Engage in tasks such as basic report writing, preparing client documentation, handling client enquiries, and performing reception and office duties as needed.
- Proactively manage and prioritise your workload to maintain excellent client service and delivery.
- Support colleagues and maintain effective relationships with clients and third parties.
- Adapt quickly to shifting priorities in a high-pressure environment, ensuring demanding targets are met.
Requirements:
- Strong interpersonal skills and a track record of successful delivery in a financial planning business.
- Excellent planning and organisational skills to align activities with business priorities.
- Proficiency in MS Office Products.
About Us:
Pertemps Network Group is a leading recruitment agency with a passion for delivering exceptional client service. We are committed to helping our clients find the best talent to drive their business forward.
