Client Support Specialist
5 days ago
We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Cockenzie and Port Seton. As a key member of our team, you will play a vital role in providing exceptional support to our clients and colleagues.
Key Responsibilities:
- Annual Review Process: Conduct thorough annual reviews, producing detailed reports for clients, and ensuring timely completion of tasks.
- Client Database Management: Process new business, maintain accurate client records, and update the client database to ensure seamless operations.
- Team Coordination: Coordinate calendars for Senior Advisors, ensuring efficient scheduling and minimizing conflicts.
- Compliance and Record-Keeping: Maintain client files and records, adhering to data security and record-keeping policies to ensure compliance.
Requirements:
- Administration Experience: 2+ years of administration experience, preferably in a Financial Services or Investment environment.
- Technical Skills: Proficient user of Excel and Word, with the ability to work with and update databases.
If you have a passion for delivering exceptional support and are eager to advance your career in financial services, we encourage you to apply for this exciting opportunity.
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Technical Support Specialist
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IT Support Specialist
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IT Support Specialist
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Classroom Support Specialist
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Technical Support Specialist
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HR Support Specialist
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Application Support Specialist
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Technical Support Specialist
5 days ago
Fleet, Hampshire, United Kingdom Mysoft Ltd Full timeAbout the RoleWe are seeking an experienced Technical Support Specialist to join our dedicated Support team at Mysoft Ltd. As a key member of our team, you will play a vital role in facilitating the resolution of customer issues by providing assistance, advice, and solutions for our Sage X3 Enterprise Resource Planning software and Mysoft proprietary...