Customer Support Assistant

Elliott James Consulting Ltd; City Of London; On-site; GBP 28,000 - 42,000; Full time

Job summary

Elliott James Consulting Ltd in City of London is recruiting a Customer Services professional to provide a high level of service to retail investors and financial advisers, handling queries and supporting the administration of tax-efficient investment products.

You will manage investor and adviser queries by phone and email, process transfers, redemptions and exits, and assist the Retail Sales team with client activity. Strong communication and attention to detail are essential.

Qualifications

• 1 year of experience in financial services, client services or a customer-facing role.
• Good understanding of financial services and retail investment products.
• Excellent communication and organisational skills.
• Strong attention to detail and a proactive approach.

Responsibilities

• Manage investor and adviser queries via telephone and email.
• Process investor transfers, redemptions and exits.
• Support investor communications, valuations, reports and factsheets.
• Assist the Retail Sales team with client and investor activity.
• Help improve processes, service levels and operational efficiency.

Skills

Communication skills

Organisational skills

Attention to detail

Proactive approach

Customer service

Job description

A well regarded city based investment manager is looking to recruit an Customer Services professional.

The role will focus on providing a high level of service to retail investors and financial advisers , handling queries and supporting the administration of a range of tax-efficient investment products.

Key responsibilities:

• Manage investor and adviser queries via telephone and email.
• Process investor transfers, redemptions and exits.
• Support investor communications, valuations, reports and factsheets.
• Assist the Retail Sales team with client and investor activity.
• Help improve processes, service levels and operational efficiency.

The ideal candidate:

• 1 years' experience in financial services, client services or a customer-facing role.
• Good understanding of financial services and retail investment products.
• Excellent communication and organisational skills.
• Strong attention to detail and a proactive approach