Client Support
Client Support
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Salary Not Disclosed
1 Vacancy
Job Description
About the role
Were looking for a junior administrator to join our growing Client Support Team based in our Darlington office. You will play a key part in our clients journey by being one of the first points of contact for clients and will become an advocate for all products and services that we offer to firms in the financial services industry.
You will report to the Client Experience Lead but will be well integrated across the business and will support multiple departments with key responsibilities including:
- Handling all client queries via phone and email
- Assisting with diary bookings for several consultants across the business
- Keeping our relevant CRM systems up to date
- Supporting with webinar and event administration
- Ensuring the smooth onboarding / offboarding client experience
In this role our clients will be your number one priority - so everything you take on will be to enhance the overall client experience whether that be current processes or ideas for new ways.
About you
While experience in customer service isnt essential as training will be provided it would definitely get you extra brownie points. A can-do attitude is a must as is a passion for delivering the best service going above and beyond to help your colleagues and our clients.
- Excellent written English and confident telephone manner
- Ability to work independently as well as part of a cross-functional team
- A keen eye for detail and ensuring output is of the highest quality
- Well organised and loves a challenge
- Experience using Microsoft Office (mainly Outlook Word Excel and PowerPoint)
Bonus points if you have:
- Experience working within a customer service or similar support role
- Experience using Microsoft Planner or HubSpot CRM
No day will be the same so most of all we are looking for someone who is open minded and versatile who will tackle any task with finesse whilst continuously striving for innovation and improvements.
About us
Verve offers a range of services to financial planners and ultimately works towards two key aims; to help support good quality financial advice firms to grow and develop and to attract new people into financial services and help train them up for the benefit of the future of the profession.
Across all departments we approach financial services with a innovative and positive outlook; our focus is on relentlessly improving and never settling for just doing what has always been done. Were passionate that more people can and should benefit from advice and its our mission to make it more accessible for them.
We offer a range of benefits to permanent employees to ensure our team feels supported and motivated. We reward loyalty and offer enhanced benefits to reward employees who choose to grow their career with us but as standard these include
Standard benefits (Based on a full-time position)
- 21 days basic holiday allowance (increasing 1 day per year for each years service to a max of 26 days); plus bank holidays; plus Christmas close-down and your birthday off if it falls on a weekday.
- Personal development budget (for exams training anything to help you excel!)
- Personalised salary structure to reflect your own effort and contribution
- Hybrid or fully remote options available depending on role and experience.
- Access to lifestyle benefits such as meditation app high street discount & rewards app and financial wellbeing platform.
- Death in service cover
- Upon completion of a qualifying period we offer an EMI share scheme allowing you to benefit both from declared dividends and long term performance returns.
- At the same time you will become eligible for our enhanced parental leave benefits.
Anything else
- Weve never been a fan of a dress code. If youre hybrid and coming into the office dress appropriately for a workplace environment but have the flexibility for that to be whatever you feel comfortable in.
- Extensive health and wellbeing programme and initiatives including desk massages team hikes and yoga / fitness sessions.
- Being part of a company with a higher purpose and strong values.
- Office snacks and refreshments
- Open plan living office environment including rocking (or sometimes dubious) playlists beer/wine fridge breakout lounge breakfast club ping pong table.
- 2 official annual company parties plus ad hoc team nights out and monthly enrichment sessions
- Office dogs welcome!
Please note that this is a permanent role and you will initially be required to be in the Darlington office five days per week with the option to work from home up to three days per week following a successful probationary period.
Employment Type
Full Time
