Client Care Assistant
GFHR Consulting Ltd.
Location: Lamberhurst, just outside Tunbridge Wells in the United Kingdom.
Our client, SeventySeven Wealth Management Ltd, is looking for a Client Care Assistant to join their growing office‑based team. This client‑facing role will be the first point of contact for most clients and will involve liaising with SeventySeven Wealth Management.
About Seventy Seven Wealth Management
SeventySeven Wealth Management Ltd has been a progressive and continually evolving group for over 30 years. They pride themselves on the service they deliver to clients, where excellence is key. Their core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything they do and in what they will look for in any future team member. The team at SeventySeven Wealth Management Ltd work together with their chosen partner St. James’s Place to provide exceptional outcomes for their clients.
The Opportunity
You will be assisting the Head of Client Care with general day‑to‑day office duties, ensuring that client data is up to date on all databases and management systems.
Key Responsibilities
* Telephone clients to arrange their annual review with their Advisor
* Preparing the client file for their meeting with their Advisor
* Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team
* Photocopying, scanning and uploading documents to electronic client records
* Assisting with the preparation of client birthday cards, checking for data accuracy and highlighting any ‘special’ birthdays or anniversaries
* Opening, sorting and scanning the morning post
* Admin for day‑to‑day process requests
* Ensure all data is recorded accurately and correctly on Salesforce and SharePoint so that it is easy to identify and retrieve
* Preparing refreshments for clients, as well as ensuring the Partner’s rooms are tidied following a meeting
* Filing – accurately putting away files or paperwork and shredding unwanted paperwork securely to ensure compliance with GDPR
* Ensuring that your workstation and reception area is kept immaculate and presentable at all times
* Any other administration duties as required, assisting colleagues whenever possible and working closely as a team.
Qualifications & Skills
* Highly motivated and dedicated to providing excellent Client Care
* Professional, mature approach to all aspects of the business
* Good problem‑solving skills
* Excellent communication skills and ability to work as part of a team
* Ability to work to deadlines, manage conflicting priorities and handle time‑critical tasks such as withdrawals
* Show initiative and commitment to completing tasks
* Positive, ‘can‑do’ attitude
* Knowledge of Office365, SharePoint, Salesforce and OneDrive preferable
* Knowledge of the financial industry useful.
Benefits
* Free on‑site parking
* Employee/Client referral programme
* Pension scheme
* Extra day off for your birthday
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Other
Industries
Human Resources Services
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