Wealth Management Helpdesk Advisor – Client Support

Hargreaves Lansdown; Bristol; Hybrid; GBP 23,310 - 28,490; Full time

Job summary

A leading financial services company in Bristol is seeking a Helpdesk Consultant to join their team. This role involves supporting clients with their investment and pension queries while providing excellent service through various communication methods. The ideal candidate should have experience in service-related roles and strong communication skills. The position offers a starting salary of £25,900 and includes a structured training program, with the opportunity for hybrid working post-probation.

Qualifications

• Experience in service-related roles is preferable.
• Ability to work in a fast-paced environment.
• Capable of managing tight deadlines.

Responsibilities

• Help clients with financial queries through various communication channels.
• Deliver excellent customer service at all times.
• Work collaboratively with other teams to achieve outcomes.

Skills

Strong communication skills

Collaborative approach

Growth mindset

Results driven

Organizational skills

Tools

MS Office (Outlook, Word, Excel)

Job description

A leading financial services company in Bristol is seeking a Helpdesk Consultant to join their team. This role involves supporting clients with their investment and pension queries while providing excellent service through various communication methods. The ideal candidate should have experience in service-related roles and strong communication skills. The position offers a starting salary of £25,900 and includes a structured training program, with the opportunity for hybrid working post-probation.