Client Relationship Support Specialist
4 weeks ago
We are seeking a highly organized and proactive Client Relationship Support to join our team at Quilter Cheviot Financial Planning (QCFP) in London. As a key member of our Client Relationship team, you will play a critical role in supporting our Financial Planners and Paraplanners in delivering exceptional customer service to our clients.
The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and third-party providers. You will be responsible for preparing high-quality client meeting packs, application forms, and managing client records in our in-house system.
You will also be required to communicate with clients regularly over phone and email to provide updates on their applications and obtain necessary information to progress cases. In addition, you will handle client queries in a professional and timely manner, ensuring that our clients receive the highest level of service.
About YouTo succeed in this role, you will need to be highly organized, proactive, and assertive. You should have the ability to manage and prioritize your workload independently and take ownership and responsibility of it.
You will also possess excellent written skills, high attention to detail, and strong IT skills, with proficiency in using Microsoft packages. Experience within the financial planning industry is desirable, but not essential.
We are an inclusive organization that values diversity and is committed to creating a workplace where everyone feels valued, respected, and supported. If you are a motivated and enthusiastic individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
What We OfferWe offer a range of benefits, including:
- 26 days' holiday
- Quilter Incentive Scheme
- 10% non-contributory company pension scheme
- Cash benefit allowance
In addition to our core benefits, we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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