Trainee Client Support Administrator

Trainee Client Support Opportunity Telford Salary up to £25k, and competitive Benefits. Immediate start available.

Are you looking for an opportunity to start your career within the Financial Services?

I am currently looking for a Trainee Client Support Administrator, for an exciting opportunity to join a growing wealth management business, based in the Telford area. This is a fantastic opportunity to progress into the Financial Services arena. Full training given.

Job Summary:

The Client Support will be responsible for handling new business enquiries with private clients, completing the fact find for existing clients, and assisting in the advisory process.

You will play a key role in putting clients at ease and delivering excellent customer service.

Key Responsibilities: -

• Respond to new business enquiries from private clients in a timely and professional manner
• Complete fact finds for new and existing clients in an accurate and efficient manner
• Assist in the advisory process by providing support to advisers and clients
• Ensure that clients are kept up-to-date with the progress of their cases
• Provide excellent customer service at all times
• Work collaboratively with other members of the team to achieve targets and objectives

Qualifications and Experience: -

• Previous experience in a customer-facing role, preferably in financial services
• Excellent communication and interpersonal skills
• Strong organisational and time-management skills
• Ability to work well under pressure and to tight deadlines
• Proficiency in Microsoft Office, particularly Excel and Word
• A strong educational background

This is an excellent opportunity if you would like a career within the financial services industry and are willing to put in the work and dedication to make that happen.

If you are interested and want to find out more about this Client Support role contact HELEN SPRIGGS on here or LINKEDIN