Client Support Assistant

Are you highly organised individual looking for a new administration opportunity where you can learn and grow in a finance setting? Our client a leading organisation is seeking a dedicated and enthusiastic Client Support Assistant to join their company and contribute to their continued growth and success!

JOB TITLE: Client Support Assistant

LOCATION: Exeter

SALARY: £25,000 - £28,000

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

 BENEFITS: Competitive salary, pension and holiday allowance, private healthcover, discretionary bonuses.

THE COMPANY: Our client is a well-established, award -winning organisation. The key focus that has evolved them to who they are today is their commitment to client relationships and understanding each individual journey. They are continuously growing and encourage their employees to make the most of their careers and support continued development and progression!

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 point of contact from a variety of internal and external parties in Commercial banking to wealth management, providing efficient customer service and administrative support.

Duties include:

• Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions.


• Providing a full range of administrative services for the team.


• Process internal transfers and ensure all payment process requirements are met.


• Handle client payment requests, ensuring adherence to company procedures


• Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications.


• 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: 

• 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


• 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


• A positive and can-do attitude!

TO APPLY: Please apply online, call our office on 01392 426200 or email Tania.lockhart@office-angels.com

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.