Client Support Adviser Job Bristol area,England UK,Finance & Banking

Business Operations Recruitment Specialist. Helping clients source the top talent for roles within the Financial Services industry.

Do you have experience in adviser support in a wealth management or wealth platform firm?

Our client, a growing wealth platform, is looking for a Client Support Adviser to join their Bristol-based team.

Responsibilities include:

Resolve adviser queries over the phone and email, and work proactively to enable them to become self-sufficient on the platform.

Deal with administrative tasks relating to the platform.

Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result.

Keep up to date with industry regulations and changes.

About you:

Strong knowledge of products in the UK financial services industry, including ISAs and Pensions.

Experience with in a client-facing role, with a focus on customer service.

Proactive mindset.

Outstanding communication skills, with a professional demeanor.

Strong attention to detail and ability to prioritize.

Please apply today to be considered for this role.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Customer Service

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