Client Support Specialist

5 days ago


Fleet, Hampshire, United Kingdom Cockenzieandportseton Full time

We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Cockenzie and Port Seton. As a key member of our team, you will play a vital role in providing exceptional support to our clients and colleagues.

Key Responsibilities:

  1. Annual Review Process: Conduct thorough annual reviews, producing detailed reports for clients, and ensuring timely completion of tasks.
  2. Client Database Management: Process new business, maintain accurate client records, and update the client database to ensure seamless operations.
  3. Team Coordination: Coordinate calendars for Senior Advisors, ensuring efficient scheduling and minimizing conflicts.
  4. Compliance and Record-Keeping: Maintain client files and records, adhering to data security and record-keeping policies to ensure compliance.

Requirements:

  1. Administration Experience: 2+ years of administration experience, preferably in a Financial Services or Investment environment.
  2. Technical Skills: Proficient user of Excel and Word, with the ability to work with and update databases.

If you have a passion for delivering exceptional support and are eager to advance your career in financial services, we encourage you to apply for this exciting opportunity.



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