Client Services Consultant

Job Number:
Posting Date:

Job Number: PARMENION00051

Posting Date: 26/03/2019

Location: Bristol

Type: Permanent

The Role

As a Client Services Consultant you will be responsible for handling enquiries via Phone, Email and Live Chat from accounts, prospects, colleagues and supporting third party businesses.

Key responsibilities

  • Provide support via phone, email and live chat to Financial Advisers and end clients in an accurate and timely manner
  • Answer inbound calls and emails from Advisers, Prospects and end clients
  • Maintaining awareness of FCA requirements and adherence to Compliance policies and procedures
  • Working closely with the other Client Relationship Consultants and the Client Relationship Manager to ensure that we maintain the exceptional levels of service

Skills and Experience required

  • Experience within a similar client support role ideally gained from within a Financial Services environment but not essential
  • High levels of customer service skills
  • Desire to begin or continue a career within Investment / Wealth Management
  • Excellent communication skills both written and verbal
  • High level of attention to detail

We can offer you

At Parmenion, you can expect a competitive salary aligned to your skills and experience which we will review each year, as well as a generous benefits package, including:

  • 20% Non-contributory Personal Pension scheme
  • 25 days Holiday, rising to 28 days based on length of service
  • Life Assurance 7 x salary & Income protection insurance
  • Private health insurance, up to family cover

In addition you will enjoy working in our modern open plan offices in central Bristol, be invited to a variety of social activities ranging from payday drinks to film nights and benefit from our commitment to employee wellbeing as well as our focus on providing career development opportunities.

We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone.

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