Client Service Specialist Swindon Monday – Thurs 08:30 – 17:00 Friday 08:30-15:00pm £25,000 - £27,000 DOE As a Client Service Specialist, you will deliver high-level technical and administrative support to a team of Financial Advisers, ensuring exceptional client service at all times. You will play a critical role in managing complex cases, supporting business submissions, and overseeing workflow to maintain the highest operational standards. Key Responsibilities: Support advisers with admin and technical tasks Act as a key contact for client and team queries Maintain accurate client data and systems (e.g., Salesforce) Manage personal workflow and support team onboarding Prepare materials for adviser meetings Process fund transfers, switches, and withdrawals Handle tax and pension calculations (e.g., CGT, LTA) Submit new business promptly and track progress Stay updated on industry changes and complete training Work independently and communicate clearly with the team The Ideal Candidate: Excellent attention to detail and time management. Strong communication and interpersonal skills. Proven ability to work independently, remotely, and collaboratively. Comfortable with CRM systems and Microsoft Office Suite (Outlook, Excel, Word). Experience in maintaining operational systems, processes, and procedures. Calm, professional, and customer-focused under pressure. Committed to continuous learning and development. Proactive problem-solver with a supportive team approach. Desirable: Previous experience in financial services administration. Working knowledge of Salesforce or similar CRM. Exposure to pension schemes, investments, and trust arrangements