Client Support Specialist

Key Responsibilities

To prioritise and monitor incoming post, emails, phone calls etc, and take responsibility for dealing with issues
Diarising, chasing and obtaining initial information required for Letters of Authority in accordance with the advised process
To create, monitor and maintain practice workflow system
Own the end to end process of all Fund Switches through to confirmation and CRM update (Client Contact on iBusiness)
Review and manage Client Review System
Process all online applications using an external IT system & accurately record any ID/Passwords
Process SJP new business applications as required
Assist with marketing communications
Ordering of stationery and literature
Maintain accurate records of archiving and filing
To apply high level organisational skills in prioritising and co-ordinating work load activities.
Relief reception duties; provide a professional and consistent welcome to all visitors and callers in line with standards
Relief postal duties -All inbound post to be scanned & distributed upon receipt and actioned accordingly. Outbound post to be prepared in time for the daily collections & accurately recorded

Business Expertise

Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
Ensure that your actions are consistent with the culture of the business.
Consistently strive to be the best you can be.
Approach work positively with a can-do attitude and take responsibility for your tasks.
Intermediate/advanced computer skills with knowledge of Microsoft packages.
Adhere to company health and safety policies.

Problem Solving

Able to multi-task and work to deadlines, ensuring quality is never compromised.
Deliver a first-class service in accordance with core standards.
Demonstrate excellent communication skills, internally and externally.

Nature and Scope of Impact

Ensure all relevant processes are completed in a timely effective manner to support other members of the team.

Interpersonal Skills

Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
Flexible within your team.
Ensure confidentiality is maintained at all times.
Display a professional appearance at all times.
Able to multi-task and work to deadlines, ensuring quality is never compromised.
Ability to build strong relationships by employing a broad range of communication techniques.
Take personal responsibility to deliver a solution.
Approach work positively with a can-do attitude and takes responsibility for tasks.
A willingness to work as a team member.

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