Client Support Specialist - Finance (IO-savvy)

Solid Recruitment; England; On-site; GBP 35,000; Full time

Job summary

A financial services recruitment agency is seeking a Client Support Administrator to join their team in Brighton. This full-time role involves acting as a key point of contact for clients, maintaining records, and supporting various administrative responsibilities. The ideal candidate will have a background in financial services, strong customer service skills, and proficiency in Intelligent Office. This position offers a salary of £35k depending on experience.

Qualifications

• Experience in financial services preferred.
• Must be client-focused and organised.
• Ability to handle non-standard situations.

Responsibilities

• Act as a key point of contact for clients via phone, email, and letter.
• Maintain accurate client records within IO.
• Support preparation of client reports and reviews.

Skills

Background in financial services or an IFA environment

Strong client administration and customer service skills

Experience using Intelligent Office (IO)

Excellent attention to detail

Confident problem solver

Strong written and verbal communication skills

Able to prioritise workload

Tools

Intelligent Office (IO)

Job description

A financial services recruitment agency is seeking a Client Support Administrator to join their team in Brighton. This full-time role involves acting as a key point of contact for clients, maintaining records, and supporting various administrative responsibilities. The ideal candidate will have a background in financial services, strong customer service skills, and proficiency in Intelligent Office. This position offers a salary of £35k depending on experience.