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Client Support Specialist
2 months ago
Cameron James is seeking a highly organized and detail-oriented Client Support Specialist to join our team. As a key member of our Client Support Team, you will provide exceptional administrative support to our Financial Advisers and clients.
Key Responsibilities- Provide full administrator support to clients, including compiling and generating financial reports.
- Assist with client meetings, including scheduling, preparation of financial documents, and follow-up actions.
- Act as the main point of contact for assigned clients, ensuring exemplary customer service at all times.
- Liaise with providers and other third parties to obtain financial information on behalf of clients.
- Assist with projects as needed, such as Consumer Duty, and demonstrate dedication to personal growth and development within the company.
- Work collaboratively with Financial Advisers and the Client Operations Manager to ensure effective operational organization of the team.
- Manage workflows and tasks independently, achieving agreed outcomes without supervision.
Cameron James offers a dynamic and supportive work environment, with opportunities for growth and development. This role is available on a part-time basis, with one day from home and four office-based days.
We are committed to supporting personal growth and development, and see this role as a progressive opportunity for an individual who wishes to pave a career path within Financial Planning.
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