Senior Support Specialist

4 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Summary

We are seeking a highly skilled and organised Senior Support Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and ensuring that their needs are met in a timely and efficient manner.

Main Responsibilities

  • Manage and ensure client actions are completed using our task system
  • Structure advice summary emails to clients within 6 months and demonstrate understanding of the advice given
  • Diary management - booking client meetings, prospect referrals, and business-related meetings
  • Proactively manage the LOA process and expedite information retrieval from external pension and investment companies
  • Meet pack preparation for client meetings and binding these
  • Take meeting notes and type up adviser notes
  • Generate and book in 5 kept meetings per month
  • Plan and manage client events
  • Create new client records and keep information up to date
  • Submit fund switches and obtain product valuations
  • Confirm receipt of client funds with SJP Admin Centres and inform the client
  • Client servicing actions, such as sending birthday and Christmas cards
  • Undertake any ad hoc requests from our partners

Requirements

  • Highly motivated with a great work ethic
  • Ability to work under pressure and meet deadlines
  • Committed to delivering first-class client service
  • Extremely organised with the ability to multi-task while maintaining strong attention to detail
  • Resilient personality
  • Accountable for own actions
  • Discrete and professional in all communication
  • Adaptable and flexible
  • Willingness to challenge in a constructive and non-confrontational manner

About Us

At Artemis Recruitment Consultants Ltd, we pride ourselves on delivering exceptional results and providing our clients with a truly personal service. If you are a highly motivated and organised individual who is passionate about delivering outstanding client service, we would love to hear from you.



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