Client Service Specialist

1 day ago

Swindon, Swindon, United Kingdom ACS Staffing Solutions Full time

Job Description

Client Service Specialist



Swindon

Monday – Thurs 08:30 – 17:00 Friday 08:30-15:00pm 

£25,000 - £27,000 DOE

As a Client Service Specialist, you will deliver high-level technical and administrative support to a team of Financial Advisers, ensuring exceptional client service at all times. You will play a critical role in managing complex cases, supporting business submissions, and overseeing workflow to maintain the highest operational standards.

Key Responsibilities:

  • Support advisers with admin and technical tasks 
  • Act as a key contact for client and team queries
  • Maintain accurate client data and systems (e.g., Salesforce)
  • Manage personal workflow and support team onboarding
  • Prepare materials for adviser meetings
  • Process fund transfers, switches, and withdrawals
  • Handle tax and pension calculations (e.g., CGT, LTA)
  • Business Submissions
  • Preparing letters and documents 
  • Submit new business promptly and track progress
  • Stay updated on industry changes and complete training
  • Assist with complex cases 
  • Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts
  • Work independently and communicate clearly with the team

The Ideal Candidate:

  • Excellent attention to detail and time management.
  • Strong communication and interpersonal skills.
  • Proven ability to work independently, remotely, and collaboratively.
  • Comfortable with CRM systems and Microsoft Office Suite (Outlook, Excel, Word).
  • Experience in maintaining operational systems, processes, and procedures.
  • Calm, professional, and customer-focused under pressure.
  • Committed to continuous learning and development.
  • Proactive problem-solver with a supportive team approach.

Desirable:

  • Previous experience in financial services administration.
  • Working knowledge of Salesforce or similar CRM.
  • Exposure to pension schemes, investments, and trust arrangements.

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