Client Support Assistant

TN United Kingdom; Exeter; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Client Support Assistant, where your passion for exceptional service will shine. In this dynamic role, you'll be the first point of contact for clients in the Private Banking and Wealth Management sector. Your responsibilities will include handling inquiries, processing transactions, and providing administrative support. This well-established firm values strong client relationships and offers numerous growth opportunities for dedicated individuals. If you're eager to make a difference in a supportive environment, this is the perfect opportunity for you!

Benefits

Competitive Salary

Pension Plan

Holiday Allowance

Private Health Cover

Discretionary Bonuses

Progression Opportunities

Qualifications

• Experience in customer care, preferably in banking or finance.
• Strong numeracy, literacy, and computer skills.

Responsibilities

• Handle client inquiries regarding account balances and transactions.
• Support Online Banking and Mobile App queries.

Skills

Customer Care

Numeracy Skills

Literacy Skills

Microsoft Office Proficiency

Communication Skills

Organizational Skills

Attention to Detail

Teamworking Skills

Education

A Levels or Equivalent

Job description

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Are you a customer-focused individual with a passion for providing exceptional service? Our client, a leading company in the Private Banking and Wealth Management industry, is seeking a dedicated and enthusiastic Client Support Assistant to join their team!

JOB TITLE: Client Support Assistant

LOCATION: Exeter

HOURS: Monday to Friday, 09:00am - 5:00pm

BENEFITS: Competitive salary, pension and holiday allowance, private health cover, discretionary bonuses, progression opportunities.

THE COMPANY: Our client is a well-established Private and Commercial Banking and Wealth Management company. They focus on building strong client relationships and understanding each individual journey. As a growing company, they offer progression opportunities!

THE ROLE: As a Client Support Assistant, you will ensure client queries and requests are handled accurately and efficiently. You will act as a first point of contact for clients across Commercial banking, wealth management, and private investors. The role is mainly phone-based, with general administrative support.

Duties include:

• Handle incoming calls and respond to client inquiries regarding account balances, statements, and transactions.
• Obtain remitting details for processing and complete FX deal tickets as needed.
• Process internal transfers and ensure all payment requirements are met.
• Address card-related queries, including activation, PIN reminders, and unauthorized transactions.
• Handle client payment requests, following company procedures.
• Support Online Banking and Mobile App queries, password resets, and online payment verifications.
• Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries.
• Manage updates to static data, like address changes.
• Process requests such as audit letters and tax certificates.
• Maintain client records with efficient archiving and filing.
• Handle complaints and errors promptly, following established processes.

YOUR SKILLS & EXPERIENCE:

• Experience in delivering excellent customer care, preferably in banking or finance.
• Education A Levels or equivalent.
• High level of client service orientation.
• Strong numeracy, literacy, and computer skills.
• Knowledge of savings, banking, or financial services is desirable.
• Previous experience in a client-facing banking role is preferred.
• Effective teamworking skills.
• Proficiency in Microsoft Office.
• Excellent verbal and written communication skills.
• Strong organisational and time management skills.
• Ability to maintain confidentiality and exercise discretion.
• High accuracy and attention to detail.
• Willingness to learn banking systems and tasks.
• Empathy in handling customer complaints.
• Positive, can-do attitude.

Join our client's dynamic and supportive team as a Client Support Assistant. Apply now to be part of an organization that values excellent service and offers growth opportunities!

TO APPLY: Please apply online, call our office, or email us.

Office Angels acts as an employment agency for permanent recruitment and as an employment business for temporary workers. Office Angels UK is an Equal Opportunities Employer.