Client Service Specialist
other jobs ACS Recruitment Solutions Ltd
Added before 49 Days
- England,South West,Wiltshire,Swindon
- full-time
- £1 - £27,000 per annum
Job Description:
Client Service Specialist
Swindon
£27,000
Monday - Friday 8:30-17:00
Are you a strong administrator with great customer & client service skills? Do you have experience in financial services? If YES then this could be the role for you…
Our well established client are looking for a methodical and organised client co-ordinator to join their team in Swindon.
Duties:
* Provide a point of contact for all queries from the team
* Provide technical support
* Communicate with practice & office manager regarding any potential issues
* Meeting Preparation
* Business Submissions
* Suitability letters
* Deal with all complex cases
* Manage and resolve technical queries
* Liaise with clients to provide help and information on technical issues queries raised
* Liaise with tax and trusts, pensions marketing and asset management regarding contentious issues and solution solving
* Keep up with all industry and internal changes that will affect your role
* Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts
* Updating all client confidential information to all relevant platforms.
* Supporting new members of the team.
* Personally managing Salesforce workflow
* Effective work control management
Ideal candidate:
* The ability to balance conflicting demands in a calm and friendly manner
* Ability to work autonomously, remotely and within a team
* Precise attention to detail
* Comfortable with electronic data systems
* Experience in maintaining systems, processes and procedures
* Experience of Microsoft Outlook, Excel & Word
* Complete all PSS modules
* Be willing to take and pass Pensions Certificate and Diploma
* Be willing to take and pass Savings and Investments Certificate and Diploma
* Attend forums, webinars and workshops as appropriate
What they will offer in return:
* 3pm Friday finishes
* Company bonus
* 25 days holiday that increases 1 day each year
* Generous pension scheme
* Company celebration gifts
* Life cover
* Team nights out
* 3 days office based, 2 days home based after probation
Swindon
£27,000
Monday - Friday 8:30-17:00
Are you a strong administrator with great customer & client service skills? Do you have experience in financial services? If YES then this could be the role for you…
Our well established client are looking for a methodical and organised client co-ordinator to join their team in Swindon.
Duties:
* Provide a point of contact for all queries from the team
* Provide technical support
* Communicate with practice & office manager regarding any potential issues
* Meeting Preparation
* Business Submissions
* Suitability letters
* Deal with all complex cases
* Manage and resolve technical queries
* Liaise with clients to provide help and information on technical issues queries raised
* Liaise with tax and trusts, pensions marketing and asset management regarding contentious issues and solution solving
* Keep up with all industry and internal changes that will affect your role
* Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts
* Updating all client confidential information to all relevant platforms.
* Supporting new members of the team.
* Personally managing Salesforce workflow
* Effective work control management
Ideal candidate:
* The ability to balance conflicting demands in a calm and friendly manner
* Ability to work autonomously, remotely and within a team
* Precise attention to detail
* Comfortable with electronic data systems
* Experience in maintaining systems, processes and procedures
* Experience of Microsoft Outlook, Excel & Word
* Complete all PSS modules
* Be willing to take and pass Pensions Certificate and Diploma
* Be willing to take and pass Savings and Investments Certificate and Diploma
* Attend forums, webinars and workshops as appropriate
What they will offer in return:
* 3pm Friday finishes
* Company bonus
* 25 days holiday that increases 1 day each year
* Generous pension scheme
* Company celebration gifts
* Life cover
* Team nights out
* 3 days office based, 2 days home based after probation
Job number 1530293
metapel
Company Details:
ACS Recruitment Solutions Ltd
Company size:
Industry:
ACS Recruitment are an independant recruitment agency based in Northamptonshire.
We have offices in Northampton and Kettering plus a number of onsite...