Client Services Specialist
Location: Northern Ireland, County Antrim, Belfast
Industry: Banking & Finance
Salary: £23000.00 - £24000.00 per annum
Contacts: Caila Cunningham, caila.c@honeycomb.jobs
Job Ref: BBBH54401
Expiry date: 2024-11-15
Honeycomb is delighted to be working exclusively partnering with a Belfast-based Wealth Management firm to secure a Client Service Specialist. This role is the perfect Graduate opportunity for someone looking to build a promising future in the financial world on a full time basis.
Your Package/Benefits:
- 23k-25k per annum
- Pension Contribution 5% of basic salary
- Death in Service 4 X basic salary
- Private Medical Insurance Fully comprehensive non-contributory plan.
- Income Protection Fully insured via a group income protection scheme
- Holidays 25 days pa + statutory days
- 4 o'clock finish every Friday, plus payday Friday is a half day!
- Dealing with platform queries from clients and advisors
- Issuing new client packs
- Requesting pre-review information for clients
- Preparing valuations for all client review reports
- Preparing and issuing annual review reports to clients
- Carrying out post-review tasks
- Platform trading
- Monitoring platform cash balances
- General Administrative (when required)
- Knowledge and understanding of the financial services market
- Strong IT skills and experience in the use of Microsoft Office
- Excellent administrative and organisational capabilities
- Effective communicator with strong interpersonal skills and a demonstrable commitment to working as part of a team
- Have a good work ethic and the ability to take responsibility and be accountable
- Strong attention to detail
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