Client Support Specialist

7 days ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time

**Job Summary**

Specialist Recruit is seeking a highly skilled and organized Financial Services Coordinator to join our team. As a key member of our financial planning company, you will provide exceptional administrative support to our Financial Advisers and clients.

**Key Responsibilities**

  • Support the Financial Advisers by providing full administrative support to our clients, including compiling and generating financial reports, using analytical tools, and handling day-to-day enquiries.
  • Assist with client meetings, including scheduling, preparation of financial documents, and follow-up actions post-meeting.
  • Act as the main point of contact for assigned clients, ensuring exemplary customer service at all times.
  • Liaise with providers and other third parties to obtain financial information on behalf of our clients.
  • Work collaboratively with Financial Advisers and the Client Operations Manager to ensure effective operational organization of the team.
  • Manage your own workflows and tasks, working on your own initiative to achieve agreed outcomes without supervision.

**Requirements**

  • Working within Financial Services is an essential requirement, specifically linked to strong pensions knowledge and other financial products.
  • Team player with high attention to detail.
  • Organized, with the ability to work under pressure in a fast-paced environment and to specific timeframes.
  • Ability to build strong relationships with clients.
  • Ability to work collaboratively within a team.
  • Experience of working with databases and updating tracking spreadsheets and information systems.

**Preferred Qualifications**

  • Excellent administration skills.
  • Excellent communication skills (both written and verbal).
  • Strong planning and organizational skills.
  • Ability to embrace change and new challenges and learn new skills with a positive attitude.
  • Remain calm under pressure, with the ability to multi-task.
  • Strong interpersonal skills, with the ability to display discretion when dealing with confidential and sensitive information.
  • Proficient in all Microsoft Office programs.
  • Demonstrate a strong understanding of all financial products.

  • Client Support Specialist

    3 weeks ago

    Reigate, Surrey, United Kingdom Just Group Full time

    Position OverviewClient Support SpecialistLocation: Hybrid Work ModelEmployment Type: Full-Time - 35 hours per weekAre you skilled in customer interaction and telecommunication, seeking a rewarding career opportunity?We are in search of a Client Support Specialist to become a vital member of our customer engagement team. Our specialists serve as the initial...

  • Client Support Specialist

    7 days ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    About the RoleThe Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company. You will provide a high-quality, administrative service to Financial Advisers whilst working collaboratively with the Client Support Team.They are very committed to supporting personal growth and...

  • Client Support Specialist

    4 weeks ago

    Reigate, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time £30,000

    Position Overview:We are seeking a dedicated professional with prior experience in Financial Services to join our team as a Client Support Specialist.Key Requirements:A solid background in Financial Services is crucial, along with a comprehensive understanding of Pension products.Work Schedule:Options for a 3 or 4-day work week are available, providing...

  • Reliability Engineering Specialist

    4 weeks ago

    Reigate, Surrey, United Kingdom Client Server Full time

    Job OverviewSite Reliability Engineer / SREA prominent player in the FinTech sector is on the lookout for a proficient Site Reliability Engineer / SRE to work in tandem with Agile engineering teams focused on product development. The primary objective is to uphold the reliability, availability, and performance of services that cater to clients.Key...

  • Healthcare Support Specialist

    3 weeks ago

    Reigate, Surrey, United Kingdom Additional Resources Full time £12

    Position: Healthcare Support Specialist Compensation: £50 per hour + Comprehensive Benefits Employment Type: Full Time (Monday - Friday) Our organization, Additional Resources, is a distinguished provider of home healthcare services, committed to delivering outstanding health and social support to our clients. As a Healthcare Support Specialist, your...

  • Financial Planning Administrator

    6 days ago

    Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our team, you will provide administrative support to our financial planning team, ensuring the smooth delivery of high-quality financial advice to our clients.Responsibilities and DutiesPrepare and...

  • Financial Planning Administrator

    3 days ago

    Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our financial services team, you will play a crucial role in supporting our wealth management advisors and paraplanners in delivering exceptional client service.Responsibilities and DutiesPre-sale...

  • Financial Planning Administrator

    3 days ago

    Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our financial services team, you will play a crucial role in supporting our wealth management advisors and paraplanners in delivering exceptional client service.Responsibilities and DutiesPre-sale...

  • Client Support Training Specialist

    4 weeks ago

    Reigate, Surrey, United Kingdom Adecco Full time

    Are you passionate about delivering exceptional customer service? Our esteemed client is seeking temporary Customer Service professionals to join their team. Key Responsibilities: Generating and revising quotes over the phone. Executing necessary administrative duties in accordance with established procedures, data entry standards, and industry regulations....

  • Site Reliability Specialist

    4 weeks ago

    Reigate, Surrey, United Kingdom client server Full time

    Join a Dynamic Team as a Site Reliability Engineer (SRE) in a Premier Financial Technology OrganizationWe are on the lookout for a talented Site Reliability Engineer (SRE) to become part of a renowned financial technology firm. In this position, you will work alongside Agile development teams to guarantee the reliability, availability, and performance of...

  • SRE Specialist

    4 weeks ago

    Reigate, Surrey, United Kingdom client server Full time

    Join a Premier Financial Technology Firm as a Site Reliability Engineer (SRE)We are on the lookout for a talented Site Reliability Engineer (SRE) to become part of a prominent financial technology organization. In this position, you will work alongside Agile development teams to guarantee the reliability, availability, and performance of services that cater...

  • Client Support Administrator

    5 days ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    Job SummaryThe Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial services company. You will provide a high-quality, administrative service to financial professionals while working collaboratively with the Client Support Team.About the RoleAs a Client Support Administrator, you will be...

  • Client Support Administrator

    1 day ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    Job SummaryThe Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial services company. You will provide a high-quality, administrative service to financial professionals while working collaboratively with the Client Support Team.About the RoleAs a Client Support Administrator, you will be...

  • Client Support Administrator

    5 days ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    Job SummaryThe Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial services company. You will provide a high-quality, administrative service to financial professionals while working collaboratively with the Client Support Team.About the RoleAs a Client Support Administrator, you will be...

  • Client Support Administrator

    6 days ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    Job SummaryThe Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial services company. You will provide a high-quality, administrative service to financial professionals while working collaboratively with the Client Support Team.About the RoleAs a Client Support Administrator, you will be...

  • Client Support Administrator

    3 days ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    Job SummaryThe Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial services company. You will provide a high-quality, administrative service to financial professionals while working collaboratively with the Client Support Team.About the RoleAs a Client Support Administrator, you will be...

  • Client Support Administrator

    1 day ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    Job SummaryThe Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial services company. You will provide a high-quality, administrative service to financial professionals while working collaboratively with the Client Support Team.About the RoleAs a Client Support Administrator, you will be...

  • Financial Services Coordinator

    4 days ago

    Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Our esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...

  • Financial Services Coordinator

    5 days ago

    Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Our esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.This is an exciting...

  • Financial Planning Administrator

    4 days ago

    Reigate, Surrey, United Kingdom Specialist Recruit Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our team, you will provide administrative support to our financial planning team, ensuring the smooth delivery of high-quality financial advice to our clients.Responsibilities and DutiesPrepare and...