Client Support Specialist

The role will be focussed on providing administrative support to the Practice to ensure that our relationships with clients can be optimised and assist with the daily operation of the office.

Key Duties and Responsibilities:

· Provide high level technical and administrative support to the Practice.

· Ensure that files are complete with all required client identification documentation and necessary application forms.

· Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM.

· Process applications accurately and record the required management information.

· Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.

· Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills

· Meeting and greeting clients and visitors to the Practice.

· Running reports and illustrations and collating key data.

· Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales.

· Progressing applications with product providers, chasing up Letters of Authority.

· Producing templated client letters and reports.

Knowledge and experience:

· Previous experience in an office support role, ideally in financial services or related sector.

· Knowledge of relevant regulation and legislation (desirable).

· Experience of client management systems such as Salesforce.

Skills and behaviours:

· Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.

· Excellent written communication skills.

· Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).

· Good organisation skills.

· Strong attention to detail.

· Manages time effectively with the ability to multi-task.

· Keeps calm when faced with conflicting demands and handles these effectively.

· Demonstrates a positive attitude at all times.

· Works well on own tasks as well as on shared goals as part of a team.

· Open to change with a creative approach to problem solving.

Required Competencies:

· Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions.

· Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.

· Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.

· Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.

· Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.

· Planning and Organising: Manages own time, priorities, and resources to achieve goals.

· Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.,

• Customer service: 2 years (preferred)
  
  An exciting new opportunity has arisen for a client support specialist to join a busy team within Maskery Wealth Management Ltd who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc.


St. James's Place Wealth Management 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.

The practice Maskery Wealth Management has experienced year on year growth since it was established in 2016 and is now looking to expand its client support Team to support our ambitious growth plans over the next 5 years.

The offices are located at suite 5 Zealley House, Greenhill Way, Kingsteignton, Newton Abbot. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.