Client Support Specialist

16 hours ago


Sevenoaks, Kent, United Kingdom Capio Recruitment Full time
Job Title: Client Support Specialist

Join our team of dedicated professionals and take on the exciting challenge of a Client Support Specialist role

Estimated Salary: £30,000 - £32,000 per annum

About the Role

We are seeking a skilled and ambitious Client Support Specialist to support our Financial Planners in delivering exceptional client service. You will be responsible for managing client relationships, providing administrative support, and working closely with the team to achieve business goals.

Main Responsibilities:

  • Developing and maintaining strong relationships with clients, ensuring their needs are met and exceeded.
  • Providing administrative support to Financial Planners, including diary organisation and data entry.
  • Working collaboratively with colleagues to achieve business objectives and deliver outstanding results.

Requirements

To succeed in this position, you must have excellent communication, organisational, and problem-solving skills, with the ability to work in a fast-paced environment. You should also be able to build strong relationships with clients and colleagues alike.

About Us

Capio Recruitment is a leading national financial planning firm striving to grow and become a recognised wealth management brand across the UK. We pride ourselves on creating a progressive and supportive office environment where colleagues work together to build an exceptional business environment and deliver outstanding service to clients.



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