Client Support Analyst

Description:

We are currently seeking a motivated and detail-oriented individual to join our team as a Front of Office/Client Support Analyst. Your mission will be to serve as the backbone of our financial planning operations, ensuring seamless coordination, and providing exceptional support to our clients and colleagues. Your dedication to accuracy, efficiency, and outstanding customer service will play a pivotal role in helping our clients achieve their financial goals and securing their future. Your mission is to uphold the highest standards of professionalism and integrity as you handle sensitive financial data and documentation, ensuring confidentiality and trustworthiness in all interactions. Your meticulous attention to detail will guarantee the accuracy of financial records, enabling our team to make informed decisions and deliver tailored financial solutions to our valued clients. The ideal candidate will thrive in a fast-paced environment, possessing exceptional multitasking abilities and a strong sense of initiative. As a crucial member of our team, the successful candidate will be responsible for handling administrative tasks efficiently and accurately. They should be proficient in managing client data, preparing financial documents, and coordinating with various internal departments. The ideal candidate will have excellent communication skills, both written and verbal, and be adept at building positive relationships. In addition, a keen eye for accuracy, a proactive attitude, and the ability to prioritise tasks effectively are key attributes that will contribute to success in this role. A background in financial services or a related field will be advantageous, but we also welcome candidates with a passion for finance and a willingness to learn. If you are a motivated individual with a strong commitment to providing exceptional support in the financial planning industry, we encourage you to apply and become an integral part of our dynamic team.

Your Team

You will be one of our key administrators providing essential support to the firm and clients. You will work alongside a team of Client Support Analysts. Your line manager will be the Client Support Team Leader.

Accountabilities and Responsibilities

• Represent HCI to all clients either face to face or on the telephone

• Greeting clients and visitors, making drinks

• Answering all income telephone calls and responding in a timely and professional manner

• Maintaining the front office reception areas and meeting rooms

• Sorting and distributing incoming post and processing and recording outgoing post

• Responsible for maintaining and replenishing stationery stocks

• Maintaining accurate records using our back-office system

• Send Annual Review offer letters for fee paying clients in line with service agreement

• Undertake document and data management tasks such as scanning to ensure all data is recorded

• Undertake any ad hoc communications/project work as requested by other Team Leaders or management

• Maintain up-to-date knowledge of industry regulations and best practices