Business Operations Recruitment Specialist. Helping clients source the top talent for roles within the Financial Services industry.
Do you have experience in adviser support in a wealth management or wealth platform firm?
Our client, a growing wealth platform, is looking for a Client Support Adviser to join their Bristol-based team.
Responsibilities include:
1. Resolve adviser queries over the phone and email, and work proactively to enable them to become self-sufficient on the platform.
2. Deal with administrative tasks relating to the platform.
3. Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result.
4. Keep up to date with industry regulations and changes.
About you:
1. Strong knowledge of products in the UK financial services industry, including ISAs and Pensions.
2. Experience within a client-facing role, with a focus on customer service.
3. Proactive mindset.
4. Outstanding communication skills, with a professional demeanor.
5. Strong attention to detail and ability to prioritize.
Please apply today to be considered for this role.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Customer Service
#J-18808-Ljbffr