Location: Head Office, Carlisle
Company: Truly Independent Ltd
Contract: Full-Time, Permanent
Reporting to: Private Clients Manager
Role Overview:
The Client Care Assistant plays a vital role in supporting advisers by handling administrative tasks, managing client interactions, and ensuring efficient workflow distribution. This position requires strong organisational skills, excellent communication abilities, and proficiency in IT systems, including the full Microsoft Office suite. The ideal candidate will be detail-oriented, proactive, and committed to delivering high-quality client service.
Key Responsibilities
Administrative Support:
* Contact providers to obtain policy information and relevant client details.
* Assist in compiling review packs for advisers, ensuring all necessary documents are included.
* Draft and format reports, maintaining accuracy and professionalism.
* Organise and distribute workloads effectively among advisers.
Client Interaction & Support:
* Handle incoming calls from clients, providing assistance with login details, policy information, and general inquiries.
* Address and escalate client complaints or requests in a professional and timely manner.
* Maintain clear and effective communication with clients to ensure a high standard of customer service.
* Act as a key point of contact between advisers and clients, ensuring smooth communication.
* Provide advisers with necessary information and documentation to support their client interactions.
* Assist advisers in prioritising tasks and managing their workload efficiently.
Technical & IT Proficiency:
* Utilise Microsoft Office applications (Word, Excel, Outlook, and PowerPoint) to create documents, reports, and correspondence.
* Maintain and update client records accurately within internal systems.
* Ensure data security and confidentiality are upheld at all times.
Key Skills & Attributes:
* Strong administrative and organisational skills.
* Excellent verbal and written communication abilities.
* Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
* Ability to handle client interactions professionally, including managing complaints and inquiries.
* Strong problem-solving skills and attention to detail.
* Ability to work collaboratively within a team while managing independent responsibilities.
About Truly Independent Ltd:
Founded in 2010, Truly Independent Ltd is a firm of experienced Independent Financial Advisers who provide impartial, comprehensive advice, either through face-to-face meetings or video calls.
We are firm believers that everyone should have access to financial advice that is not governed or influenced by others. We have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for our clients. We work in partnership with our clients to meet financial aspirations and recognise the importance of providing long-term on-going assistance and guidance.
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