Client Support Specialist
Location: Wimborne (BH21)
Salary: £25,000-£30,000 per annum
Hours: Full time
Are you an enthusiasticClient Support Specialisteager 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 company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
The Role: Client Support Specialist
1. You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
2. You will manage and collate key data for reports and portfolio reviews
3. Dealing with enquiries and correspondence from clients and providers
4. Managing the database of clients and diary management for the Partner and Advisors
5. You will be processing new business and liaising with SJP admin teams
6. Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment...