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Client Support Specialist
2 months ago
Job Summary
We are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Finlink Ltd. As a Client Support Specialist, you will provide administrative support for our financial advisors and paraplanners, ensuring seamless client experiences and efficient business operations.
Key Responsibilities
- Process new business and client requests in a timely and accurate manner
- Liaise with clients and providers to resolve queries and issues
- Update our back office systems accurately and efficiently
- Prepare client review reports, valuations, and illustrations
- Assist with suitability reports, research, analysis, and product comparisons as required
Benefits
- Competitive salary of up to £30,000 dependent on experience
- 25 days holiday plus bank holidays
- Discretionary bonus
- Exam and study support
- Employer Pension scheme increasing to 7.5% from year 2
- Optional healthcare scheme
- Car parking
About Us
Finlink Ltd is a well-established Financial Services firm with over 10 years of experience in the industry. We have a strong presence in the Essex area and are committed to providing exceptional service to our clients. We are expanding our team and looking for talented individuals to join us on our journey.
