Client Support Assistant

Are you a customer-focused individual with a passion for providing exceptional service? Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Assistant to join their team!

JOB TITLE: Client Support Assistant

LOCATION: Exeter

SALARY: �26,000 - �33,000 dependant on experience

HOURS: Monday to Friday, 09:00am - 5:00pm

BENEFITS: Competitive salary, pension and holiday allowance, private health cover, discretionary bonuses, progression opportunities.

THE COMPANY: Our client is a well-established Private and Commercial Banking and Wealth management company. The key focus that has evolved them to where they are today is their commitment to client relationships and understanding each individual journey. They are a continuously growing company that offer progression opportunities!

THE ROLE: As a Client Support Assistant, you will play a crucial role in ensuring that client queries and requests are handled accurately and efficiently. Working within a team you will act as a first point of contact from a variety of clients from Commercial banking to wealth management and private investors. The role is predominantly phone based, with general administration support required.

Duties include:

• Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions.
• Obtain remitting details for processing and complete FX deal tickets as needed.
• Process internal transfers and ensure all payment process requirements are met.
• Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions.
• Handle client payment requests, ensuring adherence to company procedures.
• Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications.
• Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries.
• Manage amendments to static data, including address changes.
• Process other requests such as audit letters and tax certificates.
• Maintain client records, ensuring efficient archiving and filing.
• Handle clients' complaints and errors promptly, following the established process.

YOUR SKILLS & EXPERIENCE:

• Experience in delivering excellent customer care, preferably in a bank / finance setting.
• Education A Levels or equivalent
• Ability to provide a high level of client service, ensuring the client is at the heart of everything we do.
• Strong numeracy, literacy, and computer skills
• Knowledge of savings, banking, or financial services is desirable.
• Previous experience in a client-facing banking role is preferred.
• Ability to work effectively within a team environment.
• Proficiency in Microsoft Office applications
• Excellent verbal and written communication skills
• Strong organisational and time management skills
• Ability to maintain confidentiality and exercise discretion
• High level of accuracy and attention to detail
• Willingness to learn various banking systems and tasks
• Empathy in handling customer complaints
• A positive and can-do attitude

Join our client's dynamic and supportive team and take on this exciting role as a Client Support Assistant. Apply now to be part of an organisation that values excellent service and offers opportunities for growth and development!

TO APPLY: Please apply online, call our office on (phone number removed) or email (url removed)

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