Client Support Specialist

Location: Wigston Contract Type: Permanent Hours: Full time

Adecco are proud to be supporting our client, a well-established and respected organisation within the financial services sector, in their search for a Client Support Specialist to join their growing team.

Our client is passionate about building lasting relationships, supporting clients through key financial decisions, and delivering a high standard of client-centric service. If you thrive in a fast-paced environment and enjoy providing outstanding support, this could be an excellent opportunity for you.

As a key member of the Client Support Team, you will act as the first point of contact for both clients and providers. Your responsibilities will include:

• Providing efficient new business processing support, including research, trades/fund switches, and liaising with product providers
• Delivering administrative support for valuations, transfers, and client reviews to ensure adviser meetings run smoothly
• Acting as a vital link between clients and advisers, ensuring clear and timely communication on all financial matters
• Maintaining accurate and up-to-date client records across internal systems whilst ensuring compliance requirements are met
• Supporting advisers following client meetings to ensure all actions are completed in a timely manner
• Promptly reporting any complaints, breaches or losses to the Commercial Director
• Undertaking general administrative duties to ensure records are compliant and easily accessible
• Continuously developing technical and industry knowledge to remain effective and up to date
• Assisting with process improvements and wider business projects

Essential:

• Excellent organisational and prioritisation skills
• Strong data handling and IT skills with high attention to detail
• Confident relationship-building skills with clients and advisers
• Previous experience working within a Financial Adviser/Wealth Management environment

Our client offers a competitive salary, depending on experience, alongside a strong benefits package including:

• Workplace pension scheme
• 23 days' annual leave plus bank holidays
• Flexible holiday scheme allowing you to buy or sell up to 5 days per year
• Private medical scheme following successful completion of probation
• Hybrid working, with up to one day per week working from home
• Ongoing funding and support for professional development
• Discounts on company services and an employee referral scheme

If you're enthusiastic about supporting clients throughout their financial journeys and want to join a professional, relationship-driven organisation, Adecco would love to hear from you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.