Wealth Planning Client Support Specialist

3 days ago


Londonderry, United Kingdom Schroders Full time

About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Client Support Administrator. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.

Key Responsibilities

  • Provide administrative support to financial planners, including data entry, document preparation, and client communication.
  • Act as a point of contact for clients, responding to their queries and resolving any issues in a timely and professional manner.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Maintain accurate and up-to-date records of client interactions and correspondence.

Requirements

  • Relevant administrative experience, preferably in a financial services or professional services environment.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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