Client Support Specialist

3 days ago


Chester, Cheshire, United Kingdom Schroders Recruitment Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Client Support Specialist. As a key member of our administrative team, you will play a vital role in supporting our Financial Planners in delivering exceptional client service.

Key Responsibilities
  1. Provide administrative support to our Financial Planners, including handling correspondence, data entry, and filing.
  2. Assist with the preparation of client reports, business packs, and other documents.
  3. Process client applications and maintain accurate records.
  4. Conduct research and gather information to support client needs.
  5. Collaborate with the team to ensure seamless delivery of client services.
Requirements
  1. Previous experience in an administrative role, preferably in financial services.
  2. Excellent communication and interpersonal skills.
  3. Ability to work accurately and efficiently in a fast-paced environment.
  4. Strong organizational and time management skills.
  5. Proficiency in Microsoft Office and other relevant software.
What We Offer

As a Client Support Specialist at Schroders Recruitment, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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