Customer Support Representative, Italian
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Client Support Administrator
interactive investor
full-time
Posted on:
Origin: • 🇬🇧 United Kingdom
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide high-level administrative support for Planners and Paraplanners to ensure great client experience and service
- Basic report writing, preparing client documentation, and responding to client enquiries
- Reception and office duties where required
- Process client applications and instructions and maintain accurate records
- Ensure business is processed compliantly and within defined business processes
- Prioritise and plan own workload and identify areas for improvement to maximise efficiency
- Work collaboratively and proactively across the team and maintain effective relationships with colleagues, clients and third parties
- Manage multiple demands while maintaining high standards, accuracy, and meeting strict deadlines
- Support implementation of change and respond flexibly to shifting priorities
- Use MS Office products to produce documentation and reports
Requirements
- Working with the Client Support Team Leader to ensure all Client Support activities adhere to 1825 policies and meet agreed standards and timescales in terms of quality and time.
- Basic report writing
- Preparing client documentation
- Handling client enquiries
- Reception and office duties where required
- Processing client applications and instructions
- Record keeping
- Ensure any business obtained is processed and submitted compliantly and in a timely manner within defined business processes
- Prioritise and plan own workload and be proactive
- Identify areas for improvement to maximise efficiency and effectively maintain an excellent client experience
- Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships
- Effective management and ability to maintain excellent client service and delivery while meeting simultaneous demands
- Embrace change and support Client Support Team Leader in implementing change
- Respond flexibly, quickly and effectively to constantly shifting priorities within a highly pressured environment
- Maintain effective relationships with colleagues, clients and third parties
- Being rigorously planned and organised to ensure demanding targets are achieved
- Proven ability to prioritise work effectively, work under pressure and to strict deadlines
- Work to a consistently high professional standard and level of accuracy
- Strong interpersonal skills, as well as a track record of successful delivery in a financial planning business
- Strong planning and organisational skills to ensure activities are aligned to business priorities
- Proven ability to work collaboratively in a fast-paced team to ensure the smooth running the team and company as a whole
- Excellent knowledge and experience of MS Office Products
