I am recruiting on behalf of my client, a well established and growing Wealth Management practice based just outside Lamberhurst village.

SeventySeven Wealth Management Ltd is a Senior Partner Practice of St James' Place. They pride themselves on the service they deliver to clients, where excellence is key. Their core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything they do and in what they will look for in any future team member.

They are looking for a Client Care Assistant to join the small but growing team.

As a Client Care Assistant, you will be one of the first points of contact for clients when they contact SeventySeven Wealth Management. You will work closely with the Head of Client Care to ensure clients receive exceptional customer service, all data is up to date and that the office runs smoothly.

Key responsibilities will include:

• Greeting clients when they come into the office, taking their coats, and making them a drink. Notifying the person who they have come to see that they have arrived.
• Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team.
• Opening, sorting and distributing the morning post. Organising the post ready for collection at the end of the day.
• Arranging Partner/Advisor rooms prior to a meeting, making sure they have the refreshments they need and tidying up following a meeting.
• Photocopying, scanning and uploading documents to electronic client records.
• Assisting with the preparation of client birthday cards, checking for data accuracy and highlighting any ‘special’ birthdays or anniversaries for the Head of Client Care.
• Preparing a daily planner to circulate to the team.
• Filing - accurately putting away files or paperwork and shredding unwanted paperwork securely to ensure we comply with Data Protection rules.
• Ensuring that your workstation and reception area is kept immaculate and presentable at all times, to comply with strict regulations.
• Any other administration duty as required, including letters and paperwork requests, assisting colleagues whenever possible and working closely as a bigger team.
• Keeping boardroom tidy,well stocked and ensuring the Executive team have everything they need.
• Ensuring communal areas of the office are always presentable and tidy.

To succeed in this role, you must have a positive attitude and exceptional customer service skills. You must be organised and professional with an eye for detail. You must have experience of working within a Reception or Front of House role.

To ensure our clients receive the best customer experience you will have:
• Knowledge of Microsoft office – Word, Excel, PowerPoint, Outlook
• Polished written and verbal communication skills
• Confident and professional manner, both face to face and on the phone (brand training will be given)
• A positive attitude with a strong desire to develop and learn
• Ability to work on your own initiative
• Operate with strictest confidence
Knowledge of Office 365 Sharepoint/OneDrive and experience within the financial services industry would be desirable.

In return you will have the opportunity to work for a fast growing, prestigious company who are based in newly refurbished offices set within beautiful country surroundings. Benefits include, free on site parking, private medical after 1 years service, PerkBox benefits, an Employee/Client referral programme, Pension and bonus scheme, plus an extra day off for your birthday (after 1 year).

Due to the location of our office your own transport is essential.

Role: Full time
Salary: £18-21,000 dependent on experience
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