Lal Capital

We are seeking a compassionate and dedicated Customer Care Adviser to join our dynamic team on a part-time basis. In this role, you will provide exceptional support to our clients by engaging in friendly conversations, offering reassurance, and delivering outstanding customer service. This position is particularly suited for individuals who are returning to the workforce, seeking to reduce their hours, or those who are retired and want to remain active and involved in the community. Key Responsibilities: • Serve as the primary point of contact for our clients, providing friendly and reassuring conversations to enhance their experience., • Deliver high-quality customer care by actively listening to client needs and responding with empathy and understanding., • Build and maintain positive relationships with clients to foster trust and loyalty., • Collaborate with team members to ensure a consistent and seamless customer experience., • Proactively identify customer concerns and work towards effective resolutions. Required Skills and Qualifications: • Excellent communication and interpersonal skills, with the ability to engage with a diverse clientele., • Demonstrable patience, empathy, and a caring nature when interacting with clients., • Enjoyment of conversation and a genuine enthusiasm for building lasting relationships., • A dependable and friendly approach, ensuring clients feel valued and understood., • Previous experience in customer service is advantageous but not essential; we welcome enthusiastic individuals eager to make a positive impact. If you have a passion for helping others and a desire to brighten someone's day through conversation and support, we would love to hear from you. We aim for an immediate start date for the successful candidate.

About Us We are a dynamic and growing financial services company based in the heart of London, committed to delivering exceptional service to our clients. We are currently seeking a proactive and organised Office Administrator to join our team and support the smooth day-to-day running of our office operations. Key Responsibilities • Act as the first point of contact for client enquiries via phone, email, and in person, • Provide general administrative support to the team, including document preparation, data entry, and filing, • Schedule meetings, manage calendars, and coordinate appointments, • Maintain office supplies and liaise with suppliers and service providers, • Assist with onboarding new clients and maintaining accurate client records, • Support compliance and regulatory documentation processes, • Handle incoming and outgoing correspondence, • Ensure the office environment is well-organised and professional at all times Requirements • Previous experience in an administrative role, ideally within financial services or a professional services environment, • Excellent communication skills, both written and verbal, • Confident in dealing with clients and maintaining a high level of professionalism, • Strong organisational skills and attention to detail, • Proficient in Microsoft Office Suite (Word, Excel, Outlook), • Ability to multitask and prioritise workload effectively, • A proactive and positive attitude Desirable • Experience working in a regulated environment, • Familiarity with CRM systems or financial software What We Offer • Competitive salary, • Supportive and collaborative team environment, • Opportunities for professional development, • Central London office location

Overview: The Client Relationship Manager will be responsible for building, maintaining, and developing long term relationships with clients in the financial services sector. The role requires a deep understanding of financial products and services, excellent communication skills, and the ability to deliver a high standard of client care. Key Responsibilities: • Act as the primary point of contact for a portfolio of clients, ensuring their needs are met efficiently and professionally, • Develop strong relationships with clients to understand their financial goals and provide tailored solutions, • Coordinate with internal teams to deliver consistent service and resolve client issues promptly, • Monitor client satisfaction and proactively identify opportunities for improvement, • Support business development initiatives by identifying opportunities to grow existing accounts and attract new clients, • Ensure all client interactions and records comply with regulatory and company standards, • Prepare regular reports on client activity, service delivery, and performance metrics, • Proven experience in a client relationship or account management role within financial services or a related industry, • Strong knowledge of financial products, investment solutions, or wealth management services, • Excellent communication and interpersonal skills with the ability to build trust and credibility with clients, • Strong analytical and problem-solving skills with attention to detail, • Ability to manage multiple priorities and work effectively under pressure, • Competence in CRM systems and Microsoft Office applications, • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent professional experience), • Client focused and results driven, • Professional and confident manner, • Proactive and solution oriented approach, • Excellent organisational and time management skills, • Commitment to continuous learning and professional development