Client Support Specialist

5 days ago


Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time
Job Title: Client Support Specialist

About the Role:
At Titan Wealth Holdings Limited, we are seeking a highly motivated and organized Client Support Specialist to join our team in Bristol, UK. As a key member of our financial operations department, you will provide critical support to our financial advisers and consultants, ensuring they have the necessary information and resources to deliver exceptional client service.

Responsibilities:
* Assist financial advisers in preparing for client reviews by ensuring all client and plan information is up-to-date on our internal system, IO.
* Validate funds held within IO, ensuring unit balances are recorded correctly and accurate plan values are produced.
* Prepare cases for submission to our AST team by producing and completing plan information checklists and chasing providers for missing information via phone and email.
* Interrogate data and liaise with advisers to ensure accuracy of valuations and revenue.
* Provide excellent customer service to clients through frequent interaction with advisers and client support.
* Answer phone calls and deal efficiently with day-to-day telephone and email enquiries from clients and providers.

Requirements:
* Relevant experience supporting an adviser or similar role.
* Previous regulatory or financial industry experience.
* Computer literate with strong maths and English skills (GCSE grade 5 or above).

Benefits:
* Private Medical Insurance
* Employee Pension Scheme
* 24 days Annual Leave
* Dental Insurance
* Life Assurance
* Health cash plan
* Flexible benefits to choose from

Titan Wealth Holdings Limited is committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their background or characteristics.

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