Client Support Associate - Dunnington, United Kingdom - Charterhouse Recruitment Services

Tom O´Connor

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Tom O´Connor

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Description

CLIENT SUPPORT ASSOCIATE
This is a great opportunity to join a well-established and highly successful business within the financial services sector. They are located on the outskirts of York, offer a great team environment and onsite parking. The company are well regarded in theirindustry and continue to grow and offer high standards.

  • Salary £23,500 £27,000 depending on experience.
  • 10% bonus paid quarterly
  • Permanent position
  • Hours fulltime
  • 21 days annual leave + Public holidays + Christmas shut down
  • Company Pension
  • Onsite car parking
  • Cycle to work scheme

THE ROLE

  • Providing a full and high level of technical and administrative support to Clients and Advisers
  • Accurately processing business cases
  • Working with high net worth and private clients
  • Managing and resolving client and internal queries
  • Interpreting instructions and implementing actions according to internal operating procedures
  • Compliant submission of business
  • Complex Meeting Preparation
  • Managing business workflow, planning and prioritising to ensure business requirements and targets are being achieved

THE PERSON

  • Proactive and able to use your initiative to resolve issues quickly in an appropriate manner.
  • Highly organised.
  • Demonstrate accuracy and a high attention to detail.
  • Working knowledge of Excel, Word Outlook, and CRM systems.

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