IFA Client Relations and Operations Support

  • Location:

    Bath, Somerset

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Extensive Benefits

  • Contact:

    Nick Tagg

  • Contact email:

    nick.tagg@search.co.uk

  • Job ref:

    Req/559563

  • Published:

    16 days ago

  • Expiry date:

    2020-08-28

  • Start date:

    29/07/2020 13:30:34


An opportunity has arisen for an experienced IFA Client Relations & Operations Support to join a busy and collaborative team in Bath. If you have exceptional customer service skills and you're looking for your next career move within Financial Services this IFA Client Relations & Operations Support role in Bath could be just what you're looking for. It comes with a very competitive salary and excellent benefits.

In this customer focussed role, you'll be assisting the Client Relations Managers in delivering agreed business objectives through the undertaking of administrative responsibilities. You will also be tasked with providing operational support across ad hoc projects within the firm. You will work with colleagues from all across the business to ensure queries are dealt with efficiently, but always ensuring you achieve the best possible result for the customer.

You should apply for this Client Relations position if you can:
? Provide first-class customer service to all clients you interact with
? Work in close partnership with firms to maximise their customer experience and journey
? Be proactive at every turn, using your initiative to challenge the status quo and find better ways of doing things
? Plan and manage your workload, collaborating with other team members when needed

You will be working in a fast-paced and exciting environment, where you will have the chance to fulfil your potential and do work that matters, to you and our clients.

You can confidently apply for this IFA Client Relations & Operations Support role if you have:
? Previous experience as a customer/client support role, providing exceptional customer service
? A confident and natural communication style and ability to collaborate
? Excellent experience with IT systems and expertise in Microsoft Office

If this IFA Client Relations & Operations Support job in Bath is something you are motivated by, contact us today to begin the application process. Initial interviews will be conducted online or on the phone.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.