Client Support Assistant

Office Angels; Exeter; On-site; GBP 26,000 - 33,000; Full time

Job summary

A leading Private Banking and Wealth Management firm seeks a Client Support Coordinator in Exeter. The role focuses on ensuring outstanding client service through handling inquiries and providing administrative support within a team. Join a supportive environment that values client relationships and offers growth opportunities.

Benefits

Competitive salary

Pension and holiday allowance

Private health cover

Discretionary bonuses

Progression opportunities

Qualifications

• Experience in delivering excellent customer care, preferably in a banking/finance setting.
• Strong numeracy, literacy, and computer skills.
• Ability to work effectively within a team.

Responsibilities

• Handle incoming calls and respond to client inquiries related to account balances and transactions.
• Process internal transfers and ensure all payment process requirements are met.
• Provide support for Online Banking and Mobile App queries.

Skills

Customer Care

Numeracy

Communication

Organizational Skills

Attention to Detail

Education

A Levels or equivalent

Job description

Are you a customer-focused individual with a passion for providing exceptional service? Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Assistant to join their team! A unique opportunity for someone with a background in financial services, banking or corporate services to develop their career or someone leaving education to kickstart theirs!

JOB TITLE:Client Support Coordinator
LOCATION:Exeter
SALARY:£26,000 - £33,000 dependant on experience
HOURS:Monday to Friday, 09:00am - 5:00pm with flexibility for WFH twice a week after an initial training period

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

THE COMPANY: Our client is a well-established Private/Commercial Banking and Wealth Management company. They have a key focus on a commitment to client relationships and understanding each individual journey delivering a bespoke service. They are a continually growing company that offer endless progression opportunities!

THE ROLE: As a Client Support Coordinator, you will play a crucial role in ensuring that client queries and requests are handled accurately and efficiently. Working within a team you will act as a first point of contact from a variety of clients from commercial banking to wealth management and private investors. The role is predominantly phone based, with general administration support required.

Duties include:

• Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions.


• Obtain remitting details for processing and complete FX deal tickets as needed.


• Process internal transfers and ensure all payment process requirements are met.


• Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions.


• Handle client payment requests, ensuring adherence to company procedures.


• Provide support for 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 amendments to static data, including address changes.


• Process other requests such as audit letters and tax certificates.


• Maintain client records, ensuring efficient archiving and filing.


• Handle clients' complaints and errors promptly, following the established process.

YOUR SKILLS & EXPERIENCE:

• Experience in delivering excellent customer care, preferably in a bank / finance setting.


• Education A Levels or equivalent


• Ability to provide a high level of client service, ensuring the client is at the heart of everything we do.


• Strong numeracy, literacy, and computer skills


• Knowledge of savings, banking, or financial services is desirable.


• Previous experience in a client-facing role within the financial sector preferred but not essential


• Ability to work effectively within a team environment.


• Excellent verbal and written communication skills


• Strong organisational and time management skills


• Ability to maintain confidentiality and exercise discretion


• High level of accuracy and attention to detail


• Willingness to learn various banking systems and tasks


• A positive and can-do attitude
  

Join our client's dynamic and supportive team and take on this exciting role as a Client Support Coordinator. Apply now to be part of an organisation that values excellent service and offers opportunities for growth and development!

TO APPLY:Please apply online, email your CV to [e-mail] or call to speak to Vicky on 01392 426200.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

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

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