Client Support Specialist
hace 1 semana
At Engineeringuk, our purpose is to provide clients with real confidence in investing their money. With a history spanning over 170 years, we offer various financial products and services through asset management, life, and wealth segments. Our operating segments work together to deliver attractive financial outcomes for our clients and superior shareholder returns.
We adhere to behaviours such as telling it like it is, owning it now, and moving forward together with care and integrity. This enables us to create an exceptional workplace for talented individuals. We consider flexible working arrangements and offer workplace accommodations to ensure employees have what they need to effectively deliver in their roles.
Key ResponsibilitiesAs a Client Support Specialist, you will respond to client telephone enquiries whenever possible, prioritising and escalating when necessary. You will handle incoming emails, post, fund materials, reports, and investment information from Head Office. Your tasks also include creating and updating presentations and spreadsheets, providing support on translations and translation reviews, distributing marketing information, diary management, and maintaining client databases.
- Assisting the sales team with diverse client reporting and administrative workload.
- Maintaining and optimising client data in Salesforce.
We are looking for candidates with a University Diploma or equivalent education. Previous experience in asset management and financial markets is desirable, along with fluency in Spanish and English. Experience in international environments and advanced knowledge of MS Powerpoint, Word, and Excel are essential skills.
The successful candidate should possess excellent organisational skills, be a team player, flexible, and enthusiastic. Salary range: £35,000-£45,000 per year.
Benefits: We offer a diverse workforce and inclusive culture at Engineeringuk, underpinned by our policies and employee-led networks that provide networking opportunities, advice, and support for diverse communities. We welcome applicants from all backgrounds and promote diversity, equity, and inclusion.
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