Client Service Specialist

Job Description - Client Service Specialist

Client Service Specialist

Swindon

Monday – Thurs 08:30 – 17:00 Friday 08:30-15:00pm

£25,000 - £27,000 DOE

As a Client Service Specialist, you will deliver high-level technical and administrative support to a team of Financial Advisers, ensuring exceptional client service at all times. You will play a critical role in managing complex cases, supporting business submissions, and overseeing workflow to maintain the highest operational standards.

Key Responsibilities:

Support advisers with admin and technical tasks
Act as a key contact for client and team queries
Maintain accurate client data and systems (e.g., Salesforce)
Manage personal workflow and support team onboarding
Prepare materials for adviser meetings
Process fund transfers, switches, and withdrawals
Handle tax and pension calculations (e.g., CGT, LTA)
Submit new business promptly and track progress
Stay updated on industry changes and complete training
Work independently and communicate clearly with the team

The Ideal Candidate:

Excellent attention to detail and time management.
Strong communication and interpersonal skills.
Proven ability to work independently, remotely, and collaboratively.
Comfortable with CRM systems and Microsoft Office Suite (Outlook, Excel, Word).
Experience in maintaining operational systems, processes, and procedures.
Calm, professional, and customer-focused under pressure.
Committed to continuous learning and development.
Proactive problem-solver with a supportive team approach.

Desirable:

Previous experience in financial services administration.
Working knowledge of Salesforce or similar CRM.
Exposure to pension schemes, investments, and trust arrangements.

Original job Client Service Specialist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Client Service Specialist

Job Description - Client Service Specialist

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