Client Servicing Administrator - West Bridgford, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)

Verified Company

West Bridgford, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Servicing Administrator

Location:
West Bridgford, NG2

Salary:
Up to £28,000 (depending on experience) with excellent benefits and profit-sharing bonus

Working as part of the team at an Appointed Representative of St. James's Place Plc.
An excellent opportunity has arisen for a professional Client Servicing Administrator to work within our existing team.

You will be part of a fast-paced team managing the work generated by the Partner and offering support as required.

This business is well established and highly successful. You will be employed by the Practice.

The Role:
Client Servicing Administrator

You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
You will be a point of contact for clients and third parties dealing with general enquiries
Deal with a wide variety of administrative tasks and office management tasks supporting clients and the wider team
Organise client events
Manage client database
There is scope within this role to progress and develop your knowledge through the SJP Accreditation framework

The Person:
Client Servicing Administrator

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style.

You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop.

You have excellent IT and communication skills, are highly organised and can make decisions.
Ideally, you have used the CRM Salesforce
You are a selfstarter and able to work with little or no supervision
It is essential that as a Client Servicing Administrator you are confident in dealing with third parties and can work with total discretion

St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has Funds Under Management in excess of £157bn