Client Support

The Verve Group; North East; On-site; GBP 20,000 - 25,000; Full time

Job summary

A growing financial services firm seeks a junior administrator to enhance client experience in their Darlington office. This permanent role involves supporting various departments, managing client queries, and improving onboarding processes. Candidates should possess strong communication skills and a proactive attitude, with opportunities for personal development and hybrid working post-probation.

Benefits

21 days holiday plus bank holidays

Personal development budget

Enhanced benefits for career growth

Hybrid/fully remote options available

Health and wellbeing programme

Open plan office environment

Qualifications

• Can-do attitude and passion for service.
• Some experience in customer service is a plus.

Responsibilities

• Handling client queries via phone and email.
• Assisting with diary bookings for consultants.
• Ensuring smooth onboarding/offboarding of clients.

Skills

Excellent written English

Confident telephone manner

Ability to work independently

Attention to detail

Organizational skills

Tools

Microsoft Office

Job description

About the role

We’re 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 isn’t 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. We're passionate that more people can and should benefit from advice, and it's 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 year’s 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 tobenefit 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?

• We've never been a fan of a dress code. If you're 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.