Client Support Associate job in Newbury, West Berkshire

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Job Title: Client Support Associate
Job Type: Permanent
Location: Newbury, West Berkshire
Salary: £18000 - £21000/annum
Company: CV-Library
Category: Administration
Benefits:

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Job Description:
CV-Library jobs

Key responsibilities of a Client Support Associate will include:

* Inputting client information onto in house system

* File preparation for meetings

* Processing withdrawals and switches

* New Business processing

* Completing forms/preparing meeting packs and sending out correspondence to clients

* Dealing with client & Administration Centre queries over the telephone and email

* Paperless/scanning of documentation

* Ensure office stationery is kept up-to-date.

* Ad hoc administrative duties

Skills & experience of a Client Support Associate:

* A team player but able to work on own initiative

* Able to take on elements of responsibility and ownership of tasks

* Calm, friendly and non-judgemental approach

* Positive, energetic – demonstrates a positive attitude at all times

* Supportive

* Analytical

* Proactive

* Accuracy with attention to detail

* Ability to work to deadlines and juggle priorities

* Good organisational skills

* Keeps calm when faced with conflicting demands and handles these effectively

* Excellent telephone client interaction skills and ability to build rapport

* Broad experience of Microsoft office (Outlook, OneNote, Word, Excel)

* Ensure confidentiality is maintained at all times

A good understanding and basic knowledge of financial products such as ISA, Unit Trusts and personal pensions would be beneficial.

We are looking for someone with a "can-do" attitude who has the eagerness and passion to succeed in a fast-paced busy environment.

Company Summary:

Our client, based in Newbury, is a well-established financial services firm with a strong team ethos. Due to company growth, they are looking to recruit a full time Client Support Associate to join their fun team. Team fit is of paramount importance, and everyone rolls up their sleeves to achieve company tasks and/or goals.

Action:

If you have the skills and experience that we are looking for please apply immediately with your CV in Word format and covering letter

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