Financial Hub Assistant
Financial Hub Assistant | Birmingham
We are seeking an organised and proactive Finance Hub Assistant to support a collaborative Central Hub team serving our largest and most complex international clients. This is an ideal next step for someone looking to progress their career in finance within a fast-paced, professional environment.
As part of the Central Hub, you will act as the first point of contact for clients, working closely with colleagues across the business. The role is well suited to an analytical individual with strong attention to detail, excellent client relationship skills, and proven reporting capability.
You will:
- Manage and respond to incoming queries across multiple communication channels.
- Investigate issues, identify effective solutions, and escalate matters where appropriate.
- Build and maintain strong knowledge across a range of products and services.
- Report on progress to managers and colleagues, supporting the development and implementation of efficient processes.
- Proactively engage with clients and suppliers to build and maintain strong working relationships.
- Provide compliance support and administer online billing systems.
- Oversee the onboarding process for new clients.
Requirements:
- Proven experience in a customer service–focused role, with strong communication skills and a commitment to delivering high-quality service.
- Administrative experience is highly desirable, including the ability to manage tasks efficiently, maintain accurate records, and support day-to-day operations.
- A proactive mindset, with clear examples of problem-solving, initiative, and the ability to anticipate and resolve issues.
- The ability to work effectively in a fast-paced environment, managing multiple priorities while remaining organised and detail-oriented.
- Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
If you have any queries about the role, contact Alice on 0121 633 4443. If you are already registered with Katie Bard, please contact your consultant directly. Katie Bard is an Equal Opportunities Employer.
Katie Bard will manage your application in accordance with GDPR and the Data Protection Act 2018, and in line with the Employment Agencies and Employment Businesses Regulations 2003. Please refer to the privacy notice on our website for further details on how we manage your data. If your application is successful, we will contact you and handle your personal information in line with GDPR guidelines. If unsuccessful, your application and associated data will be deleted within six weeks.
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