Trainee Client Support Specialist

4 days ago


Telford, Telford and Wrekin, United Kingdom Aspire Executive Search Full time

Job Summary:

The Client Support Specialist will be responsible for handling new business enquiries with private clients, completing the fact find for existing clients, and assisting in the advisory process.

Key Responsibilities:

  • Respond to new business enquiries from private clients in a timely and professional manner
  • Complete fact finds for new and existing clients in an accurate and efficient manner
  • Assist in the advisory process by providing support to advisers and clients
  • Ensure that clients are kept up-to-date with the progress of their cases
  • Provide excellent customer service at all times
  • Work collaboratively with other members of the team to achieve targets and objectives

Requirements:

  • Previous experience in a customer-facing role, preferably in financial services
  • Excellent communication and interpersonal skills
  • Strong organisational and time-management skills
  • Ability to work well under pressure and to tight deadlines
  • Proficiency in Microsoft Office, particularly Excel and Word
  • A strong educational background

About the Role:

This is an excellent opportunity for a Trainee Client Support Specialist to join a growing wealth management business and progress into the Financial Services arena. Full training will be given to ensure success in this role.



  • Telford, Telford and Wrekin, United Kingdom Hays Business Support Full time £25,000

    Company Overview: Hays Business Support is a reputable and innovative organization seeking to enhance its customer service team. Position Summary: We are currently in search of a dedicated individual to join our Customer Services department on a permanent basis. Opportunity: This role presents a fantastic chance to become part of a thriving company known for...


  • Telford, Telford and Wrekin, United Kingdom Aspire Executive Search Full time

    Job Summary:The Client Support will be responsible for handling new business enquiries with private clients, completing the fact find for existing clients, and assisting in the advisory process.Key Responsibilities:Respond to new business enquiries from private clients in a timely and professional mannerComplete fact finds for new and existing clients in an...


  • Telford, Telford and Wrekin, United Kingdom Aspire Executive Search Full time

    Job Summary:The Client Support will be responsible for handling new business enquiries with private clients, completing the fact find for existing clients, and assisting in the advisory process.Key Responsibilities:Respond to new business enquiries from private clients in a timely and professional mannerComplete fact finds for new and existing clients in an...


  • Telford, Telford and Wrekin, United Kingdom Midlands and Lancashire Commissioning Support Unit Full time

    About Midlands and Lancashire Commissioning Support UnitMidlands and Lancashire Commissioning Support Unit is a leading provider of commissioning support services to the NHS. We work closely with our partners to deliver high-quality services that meet the needs of our customers.Job SummaryWe are seeking an experienced IT Support Specialist to join our team....


  • Telford, Telford and Wrekin, United Kingdom Midlands and Lancashire Commissioning Support Unit Full time

    About Midlands and Lancashire Commissioning Support UnitMidlands and Lancashire Commissioning Support Unit is a leading provider of commissioning support services to the NHS. We work closely with our partners to deliver high-quality services that meet the needs of our customers.Job SummaryWe are seeking an experienced IT Support Specialist to join our team....


  • Telford, Telford and Wrekin, United Kingdom NHS Midlands and Lancashire Commissioning Support Unit Full time

    About the RoleWe are seeking a highly skilled and experienced IT Support Specialist to join our team at NHS Midlands and Lancashire Commissioning Support Unit. As a Field Support Engineer, you will play a critical role in providing technical support and maintenance services to our internal and external clients.Key ResponsibilitiesProvide technical support...


  • Telford, Telford and Wrekin, United Kingdom NHS Midlands and Lancashire Commissioning Support Unit Full time

    About the RoleWe are seeking a highly skilled and experienced IT Support Specialist to join our team at NHS Midlands and Lancashire Commissioning Support Unit. As a Field Support Engineer, you will play a critical role in providing technical support and maintenance services to our internal and external clients.Key ResponsibilitiesProvide technical support...

  • Asap Consultant

    1 week ago


    Telford, Telford and Wrekin, United Kingdom 18 Week Support Limited Full time

    Job Summary:18 Week Support Limited is seeking a highly skilled Asap Consultant to join our team. As a leading provider of clinical insourcing services to the NHS, we partner with NHS Trusts to reduce referral to treatment waiting times and provide ongoing clinical capacity management solutions.About the Role:We are looking for a Clinical Support Specialist...


  • Telford, Telford and Wrekin, United Kingdom Ardonagh Advisory Full time

    Client Engagement Specialist - Ardonagh Advisory We are excited to announce an opportunity for a Client Engagement Specialist at Ardonagh Advisory. The ideal candidate will proactively and energetically reach out to prospective and existing clients, enhancing our understanding of their business needs to ensure that the appropriate team can provide...


  • Telford, Telford and Wrekin, United Kingdom Ardonagh Advisory Full time

    Client Engagement Specialist - Ardonagh Advisory We are excited to announce an opportunity for a Client Engagement Specialist at Ardonagh Advisory. The ideal candidate will proactively and energetically reach out to prospective and existing clients, enhancing our understanding of their business needs to ensure that the appropriate team can provide...


  • Telford, Telford and Wrekin, United Kingdom eTeam Full time

    Job Title: Customer Service CoordinatorJob Summary:eTeam is seeking a highly motivated and organized Customer Service Coordinator to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Manage customer inquiries and concerns in a timely...


  • Telford, Telford and Wrekin, United Kingdom eTeam Full time

    Job Title: Customer Service CoordinatorJob Summary:eTeam is seeking a highly motivated and organized Customer Service Coordinator to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Manage customer inquiries and concerns in a timely...


  • Telford, Telford and Wrekin, United Kingdom The Ardonagh Group Full time

    Position OverviewClient Engagement SpecialistAs part of our growth strategy, we are seeking a dedicated Client Engagement Specialist to join our dynamic team. This role is essential in reaching out to prospective clients to deepen our understanding of their business needs, ensuring that our relevant departments can provide tailored quotations.Key...


  • Telford, Telford and Wrekin, United Kingdom Ardonagh Advisory Full time

    Client Engagement Specialist - Ardonagh Advisory Due to growth, an exciting opportunity has emerged for a Client Engagement Specialist at Ardonagh Advisory. The ideal candidate will proactively and enthusiastically reach out to new and prospective clients, enhancing our understanding of their business needs to ensure that the appropriate department can...


  • Telford, Telford and Wrekin, United Kingdom Ardonagh Advisory Full time

    Client Engagement Specialist - Ardonagh Advisory Due to growth, an exciting opportunity has emerged for a Client Engagement Specialist at Ardonagh Advisory. The ideal candidate will proactively and enthusiastically reach out to new and prospective clients, enhancing our understanding of their business needs to ensure that the appropriate department can...


  • Telford, Telford and Wrekin, United Kingdom LSL Property Services Plc Full time

    About UsLSL Property Services Plc is a leading provider of residential valuation and property risk services in the UK. With a heritage dating back to 1989, we have established ourselves as a trusted partner for lenders, intermediaries, social housing entities, and estate agents.Our Trainee ProgrammeWe are now inviting applications for our Trainee Surveyor...


  • Telford, Telford and Wrekin, United Kingdom LSL Property Services Plc Full time

    About UsLSL Property Services Plc is a leading provider of residential valuation and property risk services in the UK. With a heritage dating back to 1989, we have established ourselves as a trusted partner for lenders, intermediaries, social housing entities, and estate agents.Our Trainee ProgrammeWe are now inviting applications for our Trainee Surveyor...


  • Telford, Telford and Wrekin, United Kingdom ALOIS Solutions Full time

    Position Title:Client Relations SpecialistLocation: On-siteEmployment Type: Contract (12+ months with potential for extension)Key Responsibilities: Provide detailed quotations for subcontractor pricing to clients through the sales platform. Initiate the release of service orders to suppliers for outsourced tasks. Collaborate with logistics to ensure that...

  • ENT Specialist

    3 days ago


    Telford, Telford and Wrekin, United Kingdom 18 Week Support Limited Full time

    About the Role18 Week Support Limited is seeking an experienced ENT Specialist to join our team as a Consultant. As a key member of our clinical team, you will be responsible for providing high-quality clinical services to our clients.Key ResponsibilitiesProvide clinical services in ENT outpatient clinicsDevelop and implement waiting list initiativesConduct...

  • ENT Specialist

    3 days ago


    Telford, Telford and Wrekin, United Kingdom 18 Week Support Limited Full time

    About the Role18 Week Support Limited is seeking an experienced ENT Specialist to join our team as a Consultant. As a key member of our clinical team, you will be responsible for providing high-quality clinical services to our clients.Key ResponsibilitiesProvide clinical services in ENT outpatient clinicsDevelop and implement waiting list initiativesConduct...