Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Entry level Client Service Consultant, Leading Wealth Management firm

in-pact consulting
Job LocationEdinburgh
EducationNot Mentioned
Salary£19,000 - £20,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Due to internal movement earlier this year my client, a leading independent Wealth Management consultancy, currently seek a talented entry level candidate to join their direct Client Service team.The role will involve providing a high level of administration and customer service to direct clients of the company and duties will include:

  • Handling client administration via CRM, email and post
  • Sending out a range of communications to clients
  • Handling enquiries from clients regarding a range of investment products such as SIPPs and ISAs
  • Ensuring that complaints are handled sensitively and escalated appropriately
  • Working accurately in a busy environment
  • Prioritise your workload effectively and manage conflicting demands
  • Liaise with back office, digital operations and senior colleagues
  • Provide feedback fro the development of processes and procedures along with the company website
    • Applicants are likely to be Alevel or degree educated with previous exposure in an administrative / office role. You will possess outstanding communication skills both verbal and written along with high levels of attention to detail. The role is likely to suit applicants with 1 - 2 years post education experience and who are keen to develop a career in the financial services / investment sectors. You will be expected to pass an initial investment qualification within your first year and after successful completion you will be rewarded with a significant pay rise. Due to COVID you must be able to either walk, cycle or drive to the office (parking space provided until the office returns to normal staffing).This is a great opportunity to join an established and highly regarded Independent Wealth consultancy offering a great working environment, support towards professional qualifications and excellent prospects for development. Required skills
  • Communication Skills
  • Financial Services
  • General Administration
  • Investments
  • Attention to detail

    • Keyskills :
    Communication Skills Financial Services General Administration Investments Attention to detail

    APPLY NOW

    Entry level Client Service Consultant, Leading Wealth Management firm Related Jobs

    © 2019 Naukrijobs All Rights Reserved