- Act as the first point of contact for client enquiries by phone and in person
- Support client correspondence and ensure accurate communication
- Represent the business at client meetings and sector events
- Liaise with internal teams to ensure smooth client servicing
- Manage client documentation and follow-up actions
- Assist with complaints, payment queries, and data quality projects.
- Strong communication skills—both written and verbal
- Confidence in advising clients and handling sensitive enquiries
- A genuine interest in working with charitable and public sector organisations
- Ability to work collaboratively and build strong relationships
- High attention to detail and a proactive mindset
- Understanding of financial products and asset classes is desirable
- Awareness of charity/trustee law and the not-for-profit sector is a plus