Client Support Specialist

If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you!

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as a client support executive on an Employed basis with one of our Strategic Partner firms.

The Role:

• Your goal will be to interact with existing clients at all levels
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

About You:

• Experience within financial services
• Ability to analyse financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong communication skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships

Qualifications:

• Industry experience
• Excellent interpersonal skills goals.
• Ambition and Hunger