About the Role

In this role, you'll provide high-quality administrative and operational support to both our clients and Wealth Managers, helping to ensure a seamless and positive service experience.

You will be the first point of contact for a wide range of enquiries, taking ownership of requests, resolving issues efficiently, and supporting key administrative processes. This is an excellent opportunity for someone who enjoys problem-solving, building relationships, and delivering outstanding service in a fast-paced environment.

This role is a 12-month fixed term contract.

What You'll Be Doing

• Monitor and manage multiple shared inboxes, prioritising workloads and ensuring tasks are completed accurately and on time.
• Support client and account onboarding activities where required.
• Manage the Client Support helpline and inbox, assisting clients with online systems and escalating issues when necessary.
• Take ownership of client enquiries and provide first-line technical support for Client Access, including troubleshooting access and browser-related issues.
• Support branch offices with the activation and administration of Client Access user accounts.
• Administer the Wealth Manager Support inbox, responding to a variety of operational, procedural, reporting, and administrative enquiries.
• Take ownership of Wealth Manager queries, driving timely resolutions and delivering an excellent service experience.
• Assist Wealth Managers with escalated enquiries and service-related issues.
• Maintain accurate records, documentation, and audit trails in line with regulatory and compliance requirements.
• Identify and escalate potential risks in accordance with company policies and procedures.
• Provide a professional, responsive, and high-quality service to both internal and external stakeholders.
• Support the wider team with additional administrative responsibilities as required.