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NJR are delighted to be recruiting for a leading financial planning firm who have over 100 years of combined experience in providing bespoke advice to their clients. Working from their office in North Sheffield, they have a fantastic opportunity for someone who is customer focussed to join them as a Client Assistant
This main purpose of this role is to provide support to clients as they join the practice and will involve the following:
- Providing onboarding support to clients
- Demonstrating to clients how to use the company website/portal to manage their accounts
- Create meeting packs
- Process new business
- Liaise with clients and providers
- Obtain valuations and illustrations
- Assist with creating and distributing marketing materials
- General administration duties
- Liaising with clients, 3rd parties and staff where appropriate
What's in it for you?
- Several bonus structures
- Monday - Friday 9-5pm
- 23 days holiday + Bank holidays
- Enhanced Pension scheme
- Private medical care
- Several team events throughout the year
What we need from you:
- Previous experience within a similar role
- Excellent customer service experience
- Ability to work in a fast-paced environment
- Good attention to detail
- Good communication skills
This is a wonderful opportunity to join a company that genuinely puts their staff and clients at the centre of what they do. If you are wanting a new role that will recognise and reward your efforts then please apply today or contact NJR Recruitment for more information quoting NJR15547
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