Client Support Expert

1 day ago


Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

Click and Connect Online Limited is a leading private wealth advisory firm dedicated to delivering exceptional financial planning and investment solutions to international investors and expatriates. As a Financial Services Specialist, you will play a vital role in enhancing our client service operations by addressing client inquiries and providing expert advice.

We are seeking a highly organised and detail-oriented individual with a passion for supporting financial services. The ideal candidate will have 2+ years of experience in a client service role, preferably within the financial services or wealth management industry, and a relevant degree or certification in administration, finance, or a related field.

Job Description:

We are looking for an experienced Client Support Expert to join our team. In this role, you will be responsible for addressing client inquiries and providing exceptional service, preparing and maintaining accurate client documentation, managing communications, and collaborating with financial advisors and other team members.

Benefits:

  • A competitive salary of £35,000 - £40,000 per annum, depending on experience.
  • The opportunity to work with a prestigious private wealth advisory firm.
  • A dynamic and supportive team environment.


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