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