Client Service Specialist
Client Service Specialist
Posted on :
25-05-2025
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1 Vacancy
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Job Description
Job Description
Client Service Specialist
Swindon
Monday Thurs 08:30 17:00 Friday 08:30-15:00pm
25000 - 27000 DOE
As a Client Service Specialist you will deliver high-level technical and administrative support to a team of Financial Advisers ensuring exceptional client service at all times. You will play a critical role in managing complex cases supporting business submissions and overseeing workflow to maintain the highest operational standards.
Key Responsibilities:
- Support advisers with admin and technical tasks
- Act as a key contact for client and team queries
- Maintain accurate client data and systems (e.g. Salesforce)
- Manage personal workflow and support team onboarding
- Prepare materials for adviser meetings
- Process fund transfers switches and withdrawals
- Handle tax and pension calculations (e.g. CGT LTA)
- Submit new business promptly and track progress
- Stay updated on industry changes and complete training
- Work independently and communicate clearly with the team
The Ideal Candidate:
- Excellent attention to detail and time management.
- Strong communication and interpersonal skills.
- Proven ability to work independently remotely and collaboratively.
- Comfortable with CRM systems and Microsoft Office Suite (Outlook Excel Word).
- Experience in maintaining operational systems processes and procedures.
- Calm professional and customer-focused under pressure.
- Committed to continuous learning and development.
- Proactive problem-solver with a supportive team approach.
Desirable:
- Previous experience in financial services administration.
- Working knowledge of Salesforce or similar CRM.
- Exposure to pension schemes investments and trust arrangements.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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