Client Services Specialist
Location:West Park, North Leeds (LS16)
Salary: Up to 30,000 (Plus Bonus Scheme)
Are you an enthusiastic Client Services Specialist eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of the team at a highly respected Appointed Representative of St. Jamess Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
The Role: Client Services Specialist
1. You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
2. You will be contacting existing SJP clients and making appointments for review meetings with Advisors
3. You will manage and collate key data for reports and portfolio reviews
4. Dealing with enquiries and correspondence from clients and providers
5. Managing the database of clients and diary management for the Partner and Advisors
6. You will be processing new business and liaising with SJP admin teams
7. Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced envir...