Client Support Specialist

4 days ago


Chester, Cheshire, United Kingdom Recruit UK Full time
{"title": "Client Support Specialist", "subtitle": "Join our Wealth Management team", "content": "

We are seeking a highly organized and proactive Client Support Specialist to join our Wealth Management team. As a key member of our team, you will provide essential support to our advisers and clients, ensuring a smooth and client-centric service.

Your responsibilities will include:

  • Ensuring a seamless client onboarding process
  • Providing organized client communication and diary management
  • Managing cash movements and balances
  • Administering client information onto back-office systems
  • Assisting with ad hoc office duties
  • Preparing for client appointments

To succeed in this role, you will need:

  • Previous experience in financial services
  • Strong communication and organizational skills
  • A proactive approach and attention to detail

We offer a competitive salary, hybrid working arrangement, and a range of benefits, including life assurance, pension scheme, and private health insurance. If you are a motivated and organized individual looking to progress in the financial planning industry, we would love to hear from you.

", "benefits": "
  • 25 days holiday (option to buy more)
  • Hybrid WFH / Office split (equipment provided)
  • Life Assurance (x4 salary)
  • Juicy company pension scheme (10% contribution)
  • Private health insurance
  • Employee Wellbeing Assistance programme
  • Season Ticket Loan
  • Share incentive scheme
  • Access to discounted financial advice
  • Discretionary Bonus
", "company": "Recruit UK"}

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