About Company
Building lasting client relationships is at the core of Hiring.zycto’s mission, where we excel in delivering bespoke financial solutions. For a Customer Relationship Assistant in Finance, our vibrant, supportive environment offers a unique chance to grow professionally and personally. You’ll join a team that values empathy, precision, and proactive engagement, contributing directly to client success and our firm’s reputation. We foster a culture of continuous learning and empower our employees to develop their skills, making Hiring.zycto an ideal place to establish a rewarding career in the financial sector. Your contributions will be recognised and celebrated.
Job Description
Hiring.zycto is seeking a highly motivated and detail-oriented Customer Relationship Assistant to join our thriving finance team in Llandaff, Cardiff. This pivotal role involves providing exceptional support to our financial advisors and directly assisting clients with their inquiries, ensuring a seamless and positive experience. As a Customer Relationship Assistant, you will be at the forefront of our client interactions, playing a crucial part in maintaining strong, long-term relationships and upholding our commitment to outstanding service.
We are looking for an individual with a passion for finance and a natural aptitude for building rapport. You will handle a diverse range of administrative tasks, communicate effectively with clients via multiple channels, and support the broader team in achieving our strategic objectives. This is an excellent opportunity for someone eager to develop their career within the financial services industry, gain hands-on experience, and contribute to a company that values its people and its clients equally. You will be instrumental in the daily operations of our finance department, helping us to deliver tailored financial advice and solutions. Our team thrives on collaboration, innovation, and a shared dedication to client satisfaction, making this a dynamic and rewarding environment for a proactive professional. If you are organised, customer-focused, and ready to make a tangible impact, we encourage you to apply and join our growing team.
Key Responsibilities
- Serve as the primary point of contact for client inquiries, both over the phone and via email, providing accurate and timely information.
- Assist financial advisors with administrative tasks, including scheduling appointments, preparing meeting materials, and managing client correspondence.
- Process client documentation accurately and efficiently, ensuring compliance with all regulatory requirements and internal policies.
- Maintain and update client records within our CRM system, ensuring data integrity and confidentiality.
- Support the onboarding process for new clients, guiding them through initial paperwork and introductions.
- Collaborate with other team members to enhance client service processes and improve overall operational efficiency.
- Handle routine financial transactions and account updates as directed by financial advisors.
- Proactively identify opportunities to improve client satisfaction and retention.
- Assist in the preparation of client reports and presentations.
- Adhere strictly to financial regulations and company policies, ensuring all client interactions are compliant and ethical.
Required Skills
- Proven experience in a customer service or client-facing role, preferably within the finance sector.
- Excellent verbal and written communication skills with a professional and empathetic approach.
- Strong organisational skills and exceptional attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work independently and as part of a collaborative team.
- A proactive attitude and the ability to manage multiple tasks effectively.
- Demonstrated problem-solving capabilities.
Preferred Qualifications
- A degree or relevant qualification in Finance, Business Administration, or a related field.
- Experience with CRM software (e.g., Salesforce) and financial management systems.
- Knowledge of financial products and services.
- Previous experience working in a regulated financial environment.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health and wellness benefits package.
- Generous paid time off and holiday allowance.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
- Pension scheme contribution.
- Regular team-building activities and social events.
How to Apply
To apply for this exciting opportunity, please click on the application link below. We kindly request that you submit your CV and a cover letter outlining your experience and why you believe you are the ideal candidate for the Customer Relationship Assistant – Finance role at Hiring.zycto.