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- Tasks: Assist clients with queries and provide exceptional customer service in a dynamic team environment.
- Company: Join a leading Private Banking and Wealth Management firm established in 1833, focused on client relationships.
- Benefits: Enjoy a competitive salary, pension, private health cover, and flexible work-from-home options.
- Why this job: Kickstart your career in finance with endless progression opportunities and a supportive team culture.
- Qualifications: A Levels or equivalent; customer service experience preferred but not essential.
- Other info: Apply now to be part of an inclusive workplace that values diversity and personal growth.
The predicted salary is between 22000 - 29000 £ per year.
Are you a customer-focused individual with a passion for providing exceptional service? Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Assistant to join their team! A unique opportunity for someone with a background in financial services, banking or corporate services to develop their career or someone leaving education to kickstart theirs!
JOB TITLE:Client Support Coordinator
LOCATION:Exeter
SALARY:£26,000 – £33,000 dependant on experience
HOURS:Monday to Friday, 09:00am – 5:00pm with flexibility for WFH twice a week after an initial training period
BENEFITS: Competitive salary, pension and holiday allowance, private health cover, discretionary bonuses, progression opportunities.
THE COMPANY: Our client is a well-established Private/Commercial Banking and Wealth Management company. They have a key focus on a commitment to client relationships and understanding each individual journey delivering a bespoke service. They are a continually growing company that offer endless progression opportunities!
THE ROLE: As a Client Support Coordinator, you will play a crucial role in ensuring that client queries and requests are handled accurately and efficiently. Working within a team you will act as a first point of contact from a variety of clients from commercial banking to wealth management and private investors. The role is predominantly phone based, with general administration support required.
Duties include:
- Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions.
- Obtain remitting details for processing and complete FX deal tickets as needed.
- Process internal transfers and ensure all payment process requirements are met.
- Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions.
- Handle client payment requests, ensuring adherence to company procedures.
- Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications.
- Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries.
- Manage amendments to static data, including address changes.
- Process other requests such as audit letters and tax certificates.
- Maintain client records, ensuring efficient archiving and filing.
- Handle clients\’ complaints and errors promptly, following the established process.
YOUR SKILLS & EXPERIENCE:
- Experience in delivering excellent customer care, preferably in a bank / finance setting.
- Education A Levels or equivalent
- Ability to provide a high level of client service, ensuring the client is at the heart of everything we do.
- Strong numeracy, literacy, and computer skills
- Knowledge of savings, banking, or financial services is desirable.
- Previous experience in a client-facing role within the financial sector preferred but not essential
- Ability to work effectively within a team environment.
- Excellent verbal and written communication skills
- Strong organisational and time management skills
- Ability to maintain confidentiality and exercise discretion
- High level of accuracy and attention to detail
- Willingness to learn various banking systems and tasks
- A positive and can-do attitude
Join our client\’s dynamic and supportive team and take on this exciting role as a Client Support Coordinator. Apply now to be part of an organisation that values excellent service and offers opportunities for growth and development!
TO APPLY:Please apply online, email your CV to Vicky.wiliams@office-angels.com or call to speak to Vicky on 01392 426200.
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone\’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
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Contact Detail:
Office Angels Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially private banking and wealth management. Understanding the key terms and concepts will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Practice your communication skills, particularly over the phone. Since the role is predominantly phone-based, being able to convey information clearly and confidently will set you apart from other candidates.
✨Tip Number 3
Showcase your customer service experience by preparing examples of how you've handled client inquiries or complaints in the past. This will demonstrate your ability to provide exceptional service, which is crucial for this role.
✨Tip Number 4
Research the company’s values and commitment to client relationships. Being able to articulate how your personal values align with theirs can make a strong impression during the interview process.
We think you need these skills to ace Client Support Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure to customise your CV to highlight relevant experience in customer service, particularly in financial services or banking. Emphasise skills that align with the job description, such as communication and organisational abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing exceptional client support. Mention specific examples from your past experiences that demonstrate your ability to handle client queries effectively.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as numeracy, attention to detail, and the ability to work in a team. Use bullet points to make these stand out.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Office Angels
✨Showcase Your Customer Service Skills
As a Client Support Assistant, your ability to provide exceptional customer service is crucial. Prepare examples from your past experiences where you successfully resolved client issues or enhanced their experience, demonstrating your commitment to client satisfaction.
✨Familiarise Yourself with Financial Services
Having a background in financial services is beneficial for this role. Brush up on basic banking concepts, terminology, and the services offered by the company. This knowledge will help you answer questions confidently and show your enthusiasm for the industry.
✨Practice Effective Communication
Since the role involves handling client inquiries primarily over the phone, practice clear and concise communication. Role-play common scenarios with a friend or family member to enhance your verbal skills and ensure you can convey information effectively.
✨Demonstrate Teamwork and Adaptability
The job requires working within a team environment. Be ready to discuss how you've collaborated with others in previous roles. Highlight your adaptability and willingness to learn new systems, as these traits are essential for success in a dynamic workplace.
