Client Support Specialist - Derby, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)
Burgh Recruitment Ltd (Financial Services)
Verified Company
Derby, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job Title:
Client Support Specialist / Wealth Management Administrator


Location:
Derby - DE6


Hours:
Full time - Hybrid working available


Working within one of the largest and most successful wealth management practices in the East Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner.

as our Client Services Speialist, you will be working alongside a number of Wealth Managers/Advisers to assist them in delivering a first class, professional client service.

This challenging role requires a high level of organisational skill to prioritise and coordinate workload activities, whilst ensuring the Advisers are fully supported in their roles.


The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients.

A good understanding of Financial Services, or the desire to learn, will be a major benefit to the successful applicant.

Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must.


Key Responsibilities:
Client Support Specialist

  • Diary management for one or more of our Advisers/Wealth Managers.
  • To use initiative and discretion in managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral.
  • Liaise with clients to ensure meetings run according to plan.
  • To prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail.
  • To deliver the highest standard of client care both internally and externally.
  • Provide administrative support to the Advisers; including detailed meeting pack preparation, business submission, client requests, etc.
  • Submit and progress client cases with providers and St. James's Place Admin Centres.
  • To organise and host office visits and events, including coordinating the briefing and material.
  • Make travel and accommodation arrangements in line with time management pressures.
  • Maintain accurate records of client correspondences using CRM systems.
  • Accurately update internal database systems.

Key Experience & Skills:
Client Support Specialist

  • Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.
Full understanding of back office systems and processes.

  • Able to multitask and work to deadlines, ensuring quality is never compromised.
  • The ability to use initiative and problem solve.
  • Demonstrate excellent communication skills, particularly paying attention to detail both internally and externally.
  • Approach work positively with a cando attitude and takes responsibility for tasks.
  • Ensure confidentiality is maintained at all times.
  • Display professional appearance to maintain our company brand.
  • A willingness to work as a team member.
  • Committed to personal development.
  • Advanced computer skills with knowledge of the Microsoft packages.
  • Able to work under pressure to meet specific time deadlines
  • Happy, motivated and keen to work within a dynamic and progressive business
St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £148bn. This business Is well established and highly successful.
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