Client Support Specialist – Financial Services (Hybrid) in Newcastle upon Tyne

Client Support Specialist – Financial Services (Hybrid) in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 30000 - 40000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide exceptional service and support to clients and Financial Advisers.
  • Company: Benefact Group plc, a leading financial services provider in Newcastle.
  • Benefits: Hybrid working, competitive benefits, and career development opportunities.
  • Other info: Great opportunity for growth in a supportive environment.
  • Why this job: Join a dynamic team and enhance client experiences in the financial sector.
  • Qualifications: Experience in financial services and strong IT skills, especially with Intelliflo Office.

The predicted salary is between 30000 - 40000 Β£ per year.

Benefact Group plc in Newcastle upon Tyne is seeking a Client Support Administrator to provide exceptional service and administrative support. The successful candidate will work closely with Financial Advisers and clients, actively contributing to a smooth client journey.

Your role will involve gathering information, processing applications, and ensuring accurate client records. Candidates should possess financial services experience and strong IT skills, particularly with Intelliflo Office software.

Hybrid working options and career development opportunities are provided, alongside competitive benefits.

Client Support Specialist – Financial Services (Hybrid) in Newcastle upon Tyne employer: Benefact Group plc

Benefact Group plc is an excellent employer located in Newcastle upon Tyne, offering a dynamic work culture that prioritises employee growth and development. With hybrid working options and a commitment to providing exceptional service in the financial services sector, employees enjoy competitive benefits and the opportunity to collaborate closely with Financial Advisers, ensuring a rewarding and meaningful career path.

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Contact Details:

Benefact Group plc Recruitment Team

StudySmarter Expert Advice🀫

We think this is how you could land Client Support Specialist – Financial Services (Hybrid) in Newcastle upon Tyne

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Support Specialist role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research Benefact Group plc and understand their values and services. Tailor your answers to show how your experience aligns with their needs, especially your skills with Intelliflo Office software.

✨Tip Number 3

Showcase your client journey expertise! Be ready to discuss specific examples of how you've contributed to a smooth client experience in your previous roles. This will demonstrate your value as a Client Support Specialist.

✨Tip Number 4

Don't forget to apply through our website! We make it easy for you to submit your application directly, ensuring it gets into the right hands. Plus, keep an eye on our career development opportunities – we’re all about helping you grow!

We think you need these skills to ace Client Support Specialist – Financial Services (Hybrid) in Newcastle upon Tyne

Client Service Skills
Administrative Support
Financial Services Experience
Information Gathering
Application Processing
Accurate Record Keeping
IT Skills

Some tips for your application 🫑

Tailor Your CV:Make sure your CV highlights your experience in financial services and any relevant IT skills, especially with Intelliflo Office software. We want to see how your background aligns with the role of Client Support Specialist!

Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about providing exceptional client service. Share specific examples of how you've contributed to a smooth client journey in your previous roles.

Showcase Your Communication Skills:As a Client Support Specialist, strong communication is key! In your application, demonstrate your ability to communicate effectively with both clients and Financial Advisers. We love clear and concise writing!

Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!

How to prepare for a job interview at Benefact Group plc

✨Know Your Financial Services Stuff

Make sure you brush up on your financial services knowledge before the interview. Understand the basics of client support and how it relates to financial advising. This will show that you're not just familiar with the role but also genuinely interested in the industry.

✨Get Comfortable with Intelliflo Office

Since strong IT skills are a must, take some time to familiarise yourself with Intelliflo Office software. If you can demonstrate your proficiency during the interview, it’ll give you a significant edge over other candidates.

✨Prepare for Client Scenarios

Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle various situations, from processing applications to resolving client queries. This will highlight your problem-solving skills and customer service mindset.

✨Show Enthusiasm for Hybrid Working

With hybrid working options available, express your enthusiasm for this flexibility. Talk about how you manage your time effectively and stay productive while working remotely. This shows that you’re adaptable and ready to thrive in a hybrid environment.