Client Support Coordinator

4 weeks ago

Leeds, Leeds, United Kingdom The Talent Crowd Full time
Client Support Administrator

Are you looking for a challenging and rewarding role in a dynamic environment? We have an exciting opportunity for a Client Support Administrator to join our team in Leeds.

About the Role

This is a fantastic opportunity to work in a fast-paced team, providing high-level administrative support to Planners and Paraplanners. As a Client Support Administrator, you will be responsible for ensuring the seamless delivery of client services, handling client enquiries, and performing reception and office duties as needed.

Key Responsibilities
  • Collaborate with the Client Support Team Leader to ensure all activities adhere to company policies and meet agreed standards and timescales.
  • Engage in tasks such as basic report writing, preparing client documentation, handling client enquiries, and performing reception and office duties as needed.
  • Process client applications and instructions, ensuring compliance and timely submission within defined business processes.
  • Proactively manage and prioritise your workload to maintain excellent client service and delivery.
  • Identify areas for improvement to maximise efficiency and enhance the client experience.
  • Support colleagues and maintain effective relationships with clients and third parties.
  • Adapt quickly to shifting priorities in a high-pressure environment, ensuring demanding targets are met.
Skills and Experience Required

We are looking for a highly organised and proactive individual with a passion for delivering exceptional client service. The ideal candidate will have:

  • Proven ability to prioritise work effectively, work under pressure, and meet strict deadlines.
  • Strong interpersonal skills and a track record of successful delivery in a financial planning business.
  • Excellent planning and organisational skills to align activities with business priorities.
  • Proficiency in MS Office Products.
  • Experience working collaboratively in a fast-paced team to ensure smooth operations.

This role is ideal for someone who is highly motivated, enthusiastic, and committed to delivering exceptional results. If you are a team player with a passion for client service, we would love to hear from you.

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