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Client Support Specialist

2 months ago

Fleet, Hampshire, United Kingdom Cockenzieandportseton Full time

Client Support Administrator

**About the Role**

We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Cockenzieandportseton. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our business.

**Key Responsibilities**

* Conduct annual reviews, producing detailed reports for clients
* Process new business and maintain accurate client databases
* Coordinate calendars for Senior Advisors to ensure seamless team collaboration
* Maintain client files and records, adhering to data security and record-keeping policies

**Requirements**

* 2+ years of administration experience, preferably in a Financial Services/Investment environment
* Proficient in Excel and Word, with the ability to work with and update databases

**What We Offer**

If you have a passion for delivering exceptional support and are eager to advance your career in financial services, this could be the ideal opportunity for you. Join our team and contribute to our forward-thinking approach.