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Form of work
SalaryOur client, an award-winning Financial Planners with multiple offices across the NorthWest of England, is seeking a dynamic and dedicated individual to fill the role of Client Services & Business Support Assistant.
Key Responsibilities:
Client Services Element:
- Assist in handling new enquiries and prospects, ensuring a positive first impression.
- Address existing client enquiries promptly and effectively, maintaining high standards of customer care.
- Facilitate the onboarding process for new clients into the business.
- Manage and coordinate client appointments and reviews in collaboration with Financial Planners.
- Respond to client queries with professionalism, ensuring overall client satisfaction.
- Contribute to the achievement of client service standards and individual workflow and task delivery.
Business Support Element:
- Provide comprehensive assistance to Senior Financial Administrators and Operations Manager in general office administration.
- Effectively manage incoming and outgoing business post.
- Handle diary management for the business as required.
- Manage incoming telephone communications with efficiency and courtesy.
- Record and manage client data on appropriate business systems and files.
- Contribute to agreed project activities and support continuous improvement initiatives.
- Pursue continuous professional development to meet personal growth needs
The ideal candidate will possess excellent communication and interpersonal skills, demonstrating an ability to actively listen and address customer requirements. Strong problem-solving abilities, coupled with confidence and patience, especially in challenging situations, are essential traits they value.
In return, you will enjoy a competitive salary along with comprehensive benefits, including Critical Illness Cover and Life Insurance, Income Protection, and Sick Pay. Additionally they offer pension contributions, performance bonuses, discounted gym memberships, and a monthly car valet, among other enticing perks
