Job Description

Job title

Client Services Specialist

Location

Newcastle Upon Tyne.

Contract

Full-time

Reporting line

Senior Client Services Manager, Administration Controller

Role purpose

Our Client Service Specialists act as the key interface between our business and our clients, ensuring our clients get a positive service experience.

The Client Service Specialist will be the first point of contact in and out of the business.

The Client Service Specialist will be responsible for ensuring all inbound queries from clients are acknowledged and they will set expectations for a response, monitor the response has been received or otherwise ensure that where a response is not achieved regular updates are issued.

You will be responsible for monitoring adviser/fee earner mailboxes, as well as managing our adviser/fee earner diaries.

You will respond to any queries from clients using our LifeStage Money App.

In addition, where required you will engage directly with our clients to help them download the LifeStage Money App, further helping those clients to ensure the App is functional, enabling data and information sharing between the Client and the Business.

Key responsibilities

Assist with upcoming business projects and undertake ad hoc tasks as required.

Consistently deliver an excellent customer experience in line with company values.

Adhere to all internal policies and FCA compliance requirements, ensuring customer data is always handled securely and confidentially.

Person Profile

Excellent written and verbal communication skills, with strong listening ability.

Highly organised with strong attention to detail.

Target-driven, commercially aware, and resilient.

Numerically confident with an aptitude for financial concepts.

Proactive, adaptable, and comfortable working in a fast-paced environment.

Willingness to travel where required.

Strong desire to learn and develop within the financial services industry.

Qualifications and work experience

Previous experience in a client-facing or customer service role

GCSEs (or equivalent) in Maths and English.

Confident using technology and learning new systems.

Proficient in Microsoft Outlook, Word, and Excel.

Previous experience using IO is desirable but not essential.

Salary

23,500 to 32,500 per annum based on experience.

Employee benefits

25 days annual leave

Company pension

Death-in service cover

Income protection

Free financial advice

Financial education and guidance app.

Wellness app with immediate access to medical and healthcare services.

Job Type: Full-time

Pay: 24,420.00-32,500.00 per year

Benefits:

Company pension Health & wellbeing programme Life insurance On-site parking
Work authorisation:

United Kingdom (required)
Location:

Newcastle upon Tyne NE1 3PA (preferred)
Work Location: In person