Client Support Specialist

3 weeks ago


Colchester, Essex, United Kingdom Ultimate Banking Full time

Are you passionate about assisting clients? Do you enjoy providing valuable insights to enhance individuals' financial journeys? As a Client Support Specialist at Ultimate Banking, you will have the opportunity to do just that.

By guiding clients in managing their financial health, you can make a significant positive impact on their lives. The team at Ultimate Banking is dedicated to delivering exceptional service, and every member plays a crucial role in achieving this goal.

Please be aware that this position requires prior experience in financial services, and you may be required to support various locations, necessitating personal transportation.

Key Responsibilities:

  • Assist clients in reaching their financial objectives by conducting Financial Health Assessments, empowering them to take charge of their finances and educating those who may lack essential knowledge.
  • Support the team in executing comprehensive Member transactions and administrative tasks that ensure outstanding service for all Members.
  • Deliver a high standard of client service and exhibit confidence when discussing savings, loans, and general inquiries across all communication platforms.
  • Identify any potential or existing client vulnerabilities during interactions and implement appropriate safeguarding measures to prevent any harm.

Qualifications for Success:

  • Exceptional customer service skills.
  • Able to work on-site during weekdays with occasional Saturday mornings (overtime pay applies).
  • Previous experience in a client-facing role within the financial sector.
  • Preference for candidates with a valid driver's license.

Benefits Offered:

  • Recognition Program
  • Annual bonus opportunities
  • Support for physical, mental, and financial well-being
  • Pension, Life Assurance, and Income Protection plans
  • Holiday exchange options
  • Cycle to work initiative

and many more benefits. If you are looking to join a diverse and supportive organization, we encourage you to consider this opportunity.



  • Colchester, Essex, United Kingdom LKA Recruitment Full time £24,000

    Position: Client Support Specialist (Temporary Role) Location: Remote (Driving Required) LKA Recruitment is collaborating with a dynamic and innovative photography enterprise seeking a committed and passionate Client Support Specialist to enhance their team on a temporary basis. Key Responsibilities: - Engage with clients through various communication...


  • Colchester, Essex, United Kingdom IG Full time

    About the RoleAt IG, we are seeking a highly skilled Client Support Specialist to join our team. As a Client Support Specialist, you will play a crucial role in supporting our clients with their accounting needs.Key ResponsibilitiesPreparation of management accounts and financial forecasts, ensuring accuracy and timeliness.Assistance with tax compliance...


  • Colchester, Essex, United Kingdom IG Full time

    At IG, we are seeking a highly skilled Client Support Specialist to join our team in Colchester. As a key member of our accounting team, you will be responsible for undertaking and reviewing accounts preparation work, as well as supporting the management of client relationships.Key responsibilities include:Preparation of management accounts and financial...


  • Colchester, Essex, United Kingdom IG Full time

    At IG, we are seeking a highly skilled Client Support Specialist to join our team in Colchester. As a key member of our accounting team, you will be responsible for undertaking and reviewing accounts preparation work, as well as supporting the management of client relationships.Key responsibilities include:Preparation of management accounts and financial...


  • Colchester, Essex, United Kingdom IG Full time

    At IG, we are seeking a highly skilled Client Support Specialist to join our team. This role will involve working closely with our client managers to provide exceptional support and service to our clients.Key responsibilities include:Preparing and reviewing financial statements and forecasts to ensure accuracy and compliance.Assisting with tax compliance and...


  • Colchester, Essex, United Kingdom Adecco Full time

    Position: Client Support Specialist Competitive remuneration based on expertise #28 days of annual leave, inclusive of public holidays #Contemporary office environment with climate control #Dedicated parking facilities #Comprehensive training and development initiatives #Our organization is a prominent player in the Office Supplies industry, delivering...


  • Colchester, Essex, United Kingdom Ardonagh Advisory Full time

    Customer Service Advisor – Ardonagh Advisory Competitive salary with performance-based bonuses. Flexible full-time and part-time opportunities available. Are you currently in Retail or Hospitality and seeking a more balanced work-life dynamic? Or perhaps you're a recent school or college graduate eager to embark on a professional journey? If this...


  • Colchester, Essex, United Kingdom Ardonagh Advisory Full time

    Customer Care Representative – Ardonagh Advisory Competitive salary with additional quarterly performance bonuses. Flexible full-time and part-time positions available. Are you currently working in Retail or Hospitality and seeking a more fulfilling work-life balance? Perhaps you are entering the workforce straight from school or college and...


  • Colchester, Essex, United Kingdom Ardonagh Advisory Full time

    Customer Service Advisor – Ardonagh Advisory Competitive salary of £23,400 per annum plus attractive quarterly incentives. Flexible full-time and part-time positions available. Are you currently working in Retail or Hospitality and seeking a more fulfilling work-life balance? Perhaps you are a recent school or college graduate eager to embark on...


  • Colchester, Essex, United Kingdom Monstera Talent Ltd Full time

    Client Relations Specialist Full TimeAre you passionate about engaging with clients?Do you excel in collaborative environments?Are you seeking a position where your interpersonal and communication skills can shine? If you responded YES to all of the above, we would like to hear from you. Monstera Talent Ltd is currently on the lookout for a dedicated...


  • Colchester, Essex, United Kingdom Moon Moments Full time £20,000 - £25,000

    Exciting Opportunity: Become a pivotal part of Moon Moments as a Sales Support Specialist.Compensation: £20,000 - £25,000 OTE, negotiable based on experience.Are you prepared to delve into the dynamic realm of customer sales?Moon Moments is seeking a committed Sales Support Specialist to enhance our customer engagement.In this position, you will immerse...


  • Colchester, Essex, United Kingdom Harmonize Care Full time

    About the RoleWe are seeking a dedicated and compassionate Care Support Specialist to join our team at Harmonize Care. As a Care Support Specialist, you will play a vital role in providing high-quality care and support to our clients in their own homes.Key ResponsibilitiesProvide personal care and support to clients, including assistance with daily living...


  • Colchester, Essex, United Kingdom ENS Recruitment Full time £11 - £12

    Job Title: Community Support SpecialistJob Type: Contracted BasisLocation: Colchester AreaAbout the Role:We are a Supported Living Provider seeking an experienced support worker to join our team. As a Community Support Specialist, you will work with our clients on a contracted basis, providing support and care in their daily lives.Key...


  • Colchester, Essex, United Kingdom ENS Recruitment Full time £11 - £12

    Job Title: Community Support SpecialistJob Type: Contracted BasisLocation: Colchester AreaAbout the Role:We are a Supported Living Provider seeking an experienced support worker to join our team. As a Community Support Specialist, you will work with our clients on a contracted basis, providing support and care in their daily lives.Key...


  • Colchester, Essex, United Kingdom Tarmac Full time

    Position OverviewWe are seeking a dedicated Sales Support Specialist to become a vital part of our collaborative team. This role is essential for ensuring smooth operations within our sales department. Key ResponsibilitiesAs a Sales Support Specialist, you will be responsible for: Assisting in the conversion of inquiries into confirmed orders.Responding...


  • Colchester, Essex, United Kingdom Antony James Recruitment Ltd Full time

    Position OverviewFinancial Planner Support SpecialistAntony James Recruitment Ltd is currently seeking a Financial Planner Support Specialist to enhance our client's team in the Financial Services industry. This role offers a competitive salary range of £27,000 - £50,000.Key Responsibilities:As a Financial Planner Support Specialist, your primary...


  • Colchester, Essex, United Kingdom Adecco Full time £26,000

    Position: Sales Support SpecialistType: PermanentHours: Full-timeSalary: Competitive package availableOur client, a vibrant and expanding entity in the Sales sector, is on the lookout for a Sales Support Specialist to become a vital part of their team.In this position, you will be instrumental in facilitating the sales operations and ensuring efficient...


  • Colchester, Essex, United Kingdom Temp All Staffing Ltd Full time

    Culinary Support SpecialistLocation: Colchester, EssexTemp All Staffing Ltd is currently on the lookout for skilled Culinary Support Specialists to enhance our client's kitchen operations in Colchester. The successful candidates will integrate into the culinary team, focusing on food preparation and customer service excellence. Key Benefits: Flexible working...


  • Colchester, Essex, United Kingdom Moon Moments Full time

    Job OverviewExciting Opportunity: Become a pivotal part of Moon Moments as a Customer Service Assistant - Sales Specialist.Compensation: £20,000 - £25,000 OTE, negotiable based on experience.Are you prepared to delve into the dynamic world of customer sales experience?Moon Moments is in search of a committed Customer Service Sales Specialist to enhance our...


  • Colchester, Essex, United Kingdom Moon Moments Full time

    Job OverviewExciting Opportunity: Become a pivotal part of Moon Moments as a Customer Service Assistant - Sales Specialist.Compensation: £20,000 - £25,000 OTE based on experience.Are you passionate about delivering exceptional customer experiences in the sales domain?Moon Moments is seeking a committed Customer Service Sales Specialist to enhance our...