Client Support Specialist

Job Overview

Responsibilities

• Serving as the primary point of contact for client enquiries via phone, email, and other communication channels.
• Providing timely and accurate information to clients regarding their accounts, our services, and general queries.
• Resolving client issues promptly and escalating complex cases to the appropriate internal teams when necessary.
• Maintaining and updating client records with precision in our company's CRM system.
• Aiding financial advisors with the preparation of documents, reports, and presentations for client meetings.
• Supporting the client onboarding process to ensure a seamless and positive experience for new clients.
• Collaborating with internal departments to ensure a cohesive and high-quality client service delivery.

Qualifications

• Proven experience in a client support, customer service, or administrative role, preferably within the financial services or consulting industry.
• Exceptional verbal and written communication skills, with a professional and personable demeanour.
• Strong organisational and time-management abilities, with the capacity to prioritise tasks effectively in a fast-paced environment.
• Proficiency in the Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• A high degree of accuracy and attention to detail in all aspects of work.
• A proactive and problem-solving mindset with the ability to work both independently and as part of a team.
• A bachelor's degree in business, finance, or a related field is preferred but not essential.

What We Offer

• A competitive salary range of $22 - $40 USD per hour, commensurate with experience and qualifications.
• A collaborative and mission-driven work environment where your contributions are valued.
• Significant opportunities for professional growth and career development.
• Access to dedicated mentoring programmes to support your career progression.
• The chance to make a meaningful impact on the financial well-being of our clients.