Client Support Specialist – Financial Services, Manchester

St. James's Place Wealth Management; Manchester; On-site; GBP 28,000 - 30,000; Full time

Job summary

A leading Wealth Management company in Manchester is seeking a Client Support Administrator to handle various administrative tasks and support colleagues and clients. The ideal candidate will have experience within Financial Services, strong customer service skills, and proficiency in Microsoft Office. This role offers a collaborative environment with opportunities for development and a competitive salary.

Benefits

Collaborative working environment

Opportunities for skill enhancement

Joining a motivated team

Qualifications

• Proven work experience as an Administrator within Financial Services.
• Excellent customer service and ability to build rapport.
• Strong attention to detail and problem-solving skills.
• Good time management and planning capabilities.
• Confidence in dealing with colleagues and third parties.

Responsibilities

• Handle administrative tasks supporting colleagues and clients.
• Manage key data for reports and portfolio reviews.
• Address enquiries and correspondence from clients and providers.
• Manage client database and diary management.
• Process new business and liaise with admin teams.

Skills

Customer service

Attention to detail

Problem solving

Time management

Microsoft Excel

Microsoft Word

Job description

A leading Wealth Management company in Manchester is seeking a Client Support Administrator to handle various administrative tasks and support colleagues and clients. The ideal candidate will have experience within Financial Services, strong customer service skills, and proficiency in Microsoft Office. This role offers a collaborative environment with opportunities for development and a competitive salary.