Client Support Specialist

2 months ago

Coventry, Coventry, United Kingdom Kate+Co Full time
Join Our Team: Client Support Specialist at Kate+Co

Kate+Co is on the lookout for a committed Client Support Specialist to become a vital part of our innovative team. This full-time, permanent position offers flexible working options, comprehensive training, and opportunities for career advancement, along with a competitive compensation package.

Primary Responsibilities:

  • Deliver crucial administrative assistance to clients and financial advisers
  • Encourage the utilization of additional services to strengthen client connections
  • Efficiently onboard new clients into our systems
  • Ensure meticulous record-keeping and serve as a primary contact for clients
  • Professionally manage incoming communications and coordinate with external parties as required
  • Support various departments with miscellaneous administrative duties

Essential Qualifications:

  • Demonstrated experience in financial or private client support roles
  • Proficient in the Microsoft Office Suite
  • Exceptional organizational abilities with a knack for prioritizing tasks
  • Possession of a valid driver's license and access to a vehicle

If you are an enthusiastic professional eager to advance your career in the finance sector, this role may be an excellent fit for you.

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