Client Consultant (Financial Services)

  • Bristol
  • 26000.00
  • Permanent

Are you someone who has evidence of being able to work in a fast paced environment? Are you also highly organised and able to multitask?

The Role:

Our client, an award-winning financial services firm, is looking for a Client Adoption Consultant to join their team.

Key Responsibilities:

  • Support the Regional Heads of Sales to ensure the adoption of the agreed service is fully embraced within the businesses that have signed with the firm
  • Collate and use reports from the firms secure site to establish training requirements of external and internal users and implement the required training programmes
  • Provide support to the Client Services Team by taking ownership of and resolving complex queries
  • Use reports to establish system development requirements and issues and liaise with internal stakeholders to address them
  • Maintain professionality when engaging with internal staff and management

Your Skills:

  • Experience within financial services is desirable
  • Strong planning and organisation skills
  • Able to effectively manage own workload and use own initiative
  • Proficient in Microsoft Office

If this sounds like you, please apply today.

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