Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
We're looking to add to our team of Client Liaison Administrators in our East Malling offices.
Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
This is a real opportunity to forge a career with a successful company who will provide support to help you to achieve your career aspirations.
Ideally experienced in providing client and financial adviser support, you'll be someone who is professional and pro-active with a passion for enquiry resolution.
Required skills and experience:
- Strong client service skills
- Excellent communication skills
- Strong Microsoft Office skills
Additional desirable experience:
- XPLAN experience