Professional Services Customer Assistant

JOB: Administrative/Clerical
Contract: Full Time Monday to Friday
Posted: Wed 11th March 2020
Deadline: Sat 11th April 2020

Reference: finda/TP/18/2950
Salary: £21,000 to £23,000 Salary + Excellent Benefits, Training and Progression Opportunities
City: Bristol

Do you have experience of working in a fast-paced professional services environment such as Financial Services, Wealth Management, Insurance, Banking, Accountancy or a Legal Practice where you need to deal with a wide range of customer service and administration type tasks?

Are you looking for a new challenge with a leading global Wealth Management business who will support you and the direction you want to take your career within Financial Services?

Are you happy to work hard, learn, progress and develop in a Customer Services Administrator type role to build your long-term career in Financial Services?

If yes, this is Professional Services Customer Assistant opportunity for you, please apply now or read on for more info.

About the company

A large multinational financial services and wealth management business with offices in Central Bristol.

The company’s big focus is delivering the best service possible to all customers and these roles are at the heart of that.

The company wants people who are ambitious and driven so will support you with training, learning and building your career with them including qualifications and progression over the longer term.

About the Customer Service Administrator Job

We have 4 vacancies available in the central Bristol team. The Customer Service Administration role covers a verity of tasks including speaking to customers on the phone alongside administration duties such as updating systems accurately, sending letters and emails to clients as well as a verity of other admin tasks.

The types of job titles and experience we are looking for may include roles like pensions administrator, client assistant, legal assistant, investments administrator, accounts administrator, accounts assistant, insurance adviser, bank cashier, engineering administrator or anything else where you have supported a professional services business with customer service and or administration type tasks.

As a business we deal with pensions and investments on behalf of our customers so you must be confident talking to all kinds of people, including high net worth individuals and sometime demanding customers who require extremely high standards of customer service in every situation. Accuracy and attention to detail are also important as we are dealing with money so mistakes need to minimised for obvious reasons.

Skills, Knowledge, Experience & Personality

  • Genuine passion for delivering the highest standards of customer service.
  • Good computer and systems skills including Word, Excel, Outlook etc.
  • Excellent written and verbal English communication skills.
  • Ability to learn new things quickly and happy in dynamic fast paced environment.
  • Positive outlook so you see challenges as opportunities to learn and improve.
  • Experience in a professional environment such as Wealth Management, Financial Services, Insurance, Accountancy, Consultancy, Engineering, Legal or any other professional services environment.

Next Steps

We are looking to fill these 4 Customer Service Administration vacancies over the next few weeks so suitable candidates will be invited to a face to face interview following initial pre-screening of a telephone interview and behavioural tests.

If you are successful following face to face interview you will be offered to start as soon as possible considering any notice periods etc.




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