Client Service Specialist Swindon £27,000Monday - Friday 8:30-17:00Are you a strong administrator with great customer & client service skills? Do you have experience in financial services? If YES then this could be the role for you…Our well established client are looking for a methodical and organised client co-ordinator to join their team in Swindon. Duties:
1. Provide a point of contact for all queries pertinent to your role from the team
2. Provide technical support to the team
3. Use initiative to locate answers and helps others use their initiative to locate answers
4. Communicate with practice & office manager regarding any potential issues
5. Meeting Preparation
6. Business Submissions
7. Suitability letters
8. Deal with all complex cases
9. Manage and resolve technical queries
10. Liaise with clients to provide help and information on technical issues queries raised
11. Liaise with tax and trusts, pensions marketing and asset management regarding contentious issues and solution solving by removing work from our Advisers/Paralegals.
12. Keep up with all industry and internal changes that will affect your role
13. Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts
14. Updating all client confide...