New Role! Client Support Executive - Financial Services

Recruiter
Flair4recruitment
Location
Bristol
Salary
16000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time

Our client is seeking a Client Support Executive to join their team in Bristol.

The successful candidate will be providing support to both wealth planners and clients through new business processes.

Overview:

  • Ensuring paperwork, files and operating systems are kept up to date

  • Investigating opportunities for referrals and professional connections

  • Providing administration support to advisors

  • Building strong relationships with clients and colleagues

Skills and experience:

  • Sales Support experience within a Financial Services
  • Strong administration skills
  • Excellent customer services skills.
  • GCSE Level (A-C) Maths or equivalent.
  • Strong organisational skills and the ability to work with a high level of accuracy.
  • Good communication skills both verbal and written.
  • Proficient in Word, Excel
  • Willing to study for the CII Certificate in Financial Administration

For more information about this role, please get in touch with an updated copy of your CV.