Trainee Client Services
A fantastic opportunity has arisen for an ambitious graduate or trainee to join a dynamic Wealth Management company based in Sherborne. In this entry level trainee position the successful candidate will have the opportunity to work on the busy and varied Client Services team.
The role will involve handling a range of queries from clients on the telephone. This will include the client `take on’ process where accuracy is of paramount importance. You won’t always know the answer to the clients question but you will use your initiative to source and answer or ensure that another colleague is picking up the matter and it will be dealt with efficiently. This role will mean you need to learn quickly your colleagues' capabilities. It’s a good spring board to other roles with the company. There are a number of projects going on within the company right now, including the implementation of a new IT platform. These projects will offer lots of opportunity to gain new skills and add value.
You’ll be a confident, organised individual with a desire to succeed in whatever you do. They’d like to recruit someone on who can use their initiative to make decisions and who will be a good team player. This company supports professional qualifications and personal development. Applications are accepted from bright, sparky individuals with good academic achievements and a 'can do’ attitude.