Client Services Manager - Portsmouth, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Portsmouth, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

I am working with a leading, local Wealth Management firm, with a fantastic reputation down to their high quality and personal approach to financial planning.

The firm in question are looking to add a Client Services Administrator to the team, to provide high quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention.

Main duties;
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
Liaise with providers and other 3rd parties, to obtain any information that may be needed.

To be considered for this role, ideally you will hold:
Experience within the Financial Services industry
Exceptional client service skills, with a genuine interest in helping clients achieve their goals
Willingness to learn and develop your skills and knowledge