At a Glance
- Tasks: Provide top-notch client support and administrative assistance in a dynamic financial environment.
- Company: Join Salisbury House Wealth, a trusted name in financial services for nearly 40 years.
- Benefits: Enjoy competitive salary, hybrid working, generous holiday allowance, and professional development support.
- Other info: Collaborative culture focused on nurturing relationships and driving excellence.
- Why this job: Be the first point of contact, making a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and advanced IT proficiency; experience in finance is a plus.
Who We Are
Salisbury House Wealth has been servicing clients for almost 40 years, enriching lives, building security and providing reassurance beyond numbers. Our niche is engaging clients with their money, deeply understanding their needs, educating them about financial matters and partnering with them to deliver tailored solutions.
At the core of our business are our values:
- Nurturing Relationships - grounded in trust, transparency and collaboration with clients and colleagues.
- Navigating Futures - guiding clients through complex financial landscapes with clarity and expertise.
- Client-Centred Excellence - placing our clients' distinct requirements at the forefront, shaping their futures with personalised advice and outstanding service.
- Thriving Together - we're dedicated to our serious pursuit of excellence, making each step an enjoyable journey for our team and clients alike, reminding ourselves that our true impact is measured by the value we bring.
The Role
Our Client Support Team is fundamental to the success of our business, as the first point of contact for clients and providers alike. This involves providing administrative support of the highest standard so that regulatory requirements are met from start to finish of the client journey.
As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service.
Duties & Responsibilities
- Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly.
- Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings.
- Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs.
- Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met.
- Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales.
- Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution.
- To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements.
- To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.
- To support with process improvements and developments and business projects, to drive the company forwards.
- To support with suitability, cashflow and client portal in line with set processes, templates and house views.
- To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time.
Skills, Qualifications, Knowledge & Experience
Essential
- Excellent prioritisation and organisation, ensuring deadlines are adhered to and managing own workloads.
- Advanced data and IT skills, including data input, accuracy and navigation.
- Ability to build relationships with clients and advisers and ensure an effective relationship is maintained.
Desirable
- Experience of working for a Financial Adviser, with specific industry and product knowledge.
- Certificate in Financial Administration or equivalent.
- Experience of Intelliflo Office and/or The Openwork Partnership’s ConcertHub system.
Rewards
- Competitive salary.
- Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent).
- 23 days holiday allowance, plus public holidays.
- Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year.
- Private medical scheme following successful completion of 6 months probation.
- Hybrid working up to 1 day a week from home in addition to flexible working for appointments.
- Funding and support for professional development.
- Discounts on our services.
- Referral scheme.
Client Support employer: Salisbury House Wealth
Salisbury House Wealth is an exceptional employer, offering a dynamic work environment where ambitious Financial Planners can thrive. With over 36 years of heritage, we provide robust support through a strong administrative and compliance framework, enabling you to focus on client relationships and business development. Our collaborative culture fosters professional growth, while our commitment to nurturing long-term client relationships ensures that you will be part of a respected brand dedicated to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Salisbury House Wealth. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Salisbury House Wealth before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Support
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Salisbury House Wealth:Your cover letter is your chance to shine! Tell us why you want to work at Salisbury House Wealth specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Salisbury House Wealth!
How to prepare for a job interview at Salisbury House Wealth
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
