Client Support Specialist
5 hours ago
A wealth management firm based in Liverpool is looking for a skilled Wealth Management Support professional to join their dynamic team. This role involves providing exceptional administrative assistance, ensuring the highest level of client satisfaction.
Main Responsibilities:
- Arrange and prepare for adviser meetings, prioritizing efficient diary management.
- Efficiently handle phone calls and process postal communications, demonstrating excellent customer service.
- Build strong relationships with external partners, processing new business opportunities and obtaining necessary information.
- Offer expert administrative support, promoting a collaborative team environment.
- Prepare and distribute vital documentation for client meetings, facilitating streamlined post-meeting actions.
- Utilize bespoke software to process new business and fund transfers.
- Perform complex financial calculations and fund switches for clients using specialized systems.
- Exemplify high standards of client care across all interactions.
- Support Advisers with detailed meeting preparations, business submissions, and client inquiries.
- Effectively communicate with providers to deliver seamless client experiences.
- Coordinate office events and visits, preparing materials and conducting briefings.
- Maintain precise records of client interactions using CRM systems.
- Ensure database updates are completed accurately and on time.
Required Skills:
- Proven experience in financial services administration.
- Proficiency in Microsoft Office and Outlook.
- Desirable: Familiarity with Salesforce.
Salary Information: Annual salary range: £24,000 - £28,000.
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