About the Role
In this role, you'll provide high-quality administrative and operational support to both our clients and Wealth Managers, helping to ensure a seamless and positive service experience.
You will be the first point of contact for a wide range of enquiries, taking ownership of requests, resolving issues efficiently, and supporting key administrative processes. This is an excellent opportunity for someone who enjoys problem-solving, building relationships, and delivering outstanding service in a fast-paced environment.
This role is a 12-month fixed term contract.
What You'll Be Doing
- Monitor and manage multiple shared inboxes, prioritising workloads and ensuring tasks are completed accurately and on time.
- Support client and account onboarding activities where required.
- Manage the Client Support helpline and inbox, assisting clients with online systems and escalating issues when necessary.
- Take ownership of client enquiries and provide first-line technical support for Client Access, including troubleshooting access and browser-related issues.
- Support branch offices with the activation and administration of Client Access user accounts.
- Administer the Wealth Manager Support inbox, responding to a variety of operational, procedural, reporting, and administrative enquiries.
- Take ownership of Wealth Manager queries, driving timely resolutions and delivering an excellent service experience.
- Assist Wealth Managers with escalated enquiries and service-related issues.
- Maintain accurate records, documentation, and audit trails in line with regulatory and compliance requirements.
- Identify and escalate potential risks in accordance with company policies and procedures.
- Provide a professional, responsive, and high-quality service to both internal and external stakeholders.
- Support the wider team with additional administrative responsibilities as required.
What We're Looking For Qualifications & Experience
- GCSEs (or equivalent), including Maths and English.
- Previous experience in an administrative or customer support role.
- Experience working in a client-focused environment is desirable.
Skills & Attributes
- Excellent written and verbal communication skills.
- Strong stakeholder management and customer service skills.
- A proactive and solutions-focused approach to problem-solving.
- Strong organisational skills with the ability to manage competing priorities.
- High attention to detail and accuracy.
- Ability to work collaboratively within a team while taking ownership of individual responsibilities.
- Positive, professional, and approachable attitude.
- Ability to act as a positive role model and ambassador for excellent service.
Why Join Us?
This is an opportunity to play a key role in supporting both clients and Wealth Managers, helping to deliver outstanding service and contribute to the smooth running of the business. If you're organised, customer-focused, and enjoy working in a collaborative environment, we'd love to hear from you.
Apply today and be part of a team committed to delivering exceptional client experiences.
