Client Support Specialist
3 days ago
Our organization is a reputable and established wealth management firm with over forty years of experience in providing financial advice to private clients and businesses.
Our team operates in a dynamic working culture, prioritizing a warm and people-focused environment that fosters growth and development.
We take pride in our comprehensive approach to client support, ensuring timely and accurate delivery of documentation and advice.
Key Responsibilities- Developing detailed client reports, Statements of Advice (SOAs), and other supporting documentation.
- Executing the implementation of advice documentation, guaranteeing timely and precise delivery.
- Assisting with client and supplier correspondence, as well as administration tasks where necessary.
- Maintaining data accuracy and compliance standards consistently.
- Minimum 3+ years' experience in a Client Service Officer (CSO) role or 1+ year as a paraplanner.
- Advanced expertise with Xplan and Microsoft Office software.
A competitive remuneration package reflecting your skills and experience.
The opportunity to collaborate with a highly experienced team of advisers and contribute to our clients' financial success.
A dynamic and supportive work environment that values employee growth and development.
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