- You will be providing administrative support to the Partner and advisers
- You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
- You will be responsible for business submission using bespoke software.
- Your role will involve day-to-day use and management of the Practice's CRM database
- You will keep the back-office system updated maintaining live files and case notes
- You will be responsible for the preparation of meeting documentation and follow up client meeting notes
- You will be providing additional support for the Partner as and when required
- Proven work experience as an Administrator ideally in financial services or a related sector
- Excellent customer service and the ability to build rapport and manage client relationships
- You are a self-starter and able to work with little supervision
- Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
- Excellent literacy, numeracy, and communication skills
- Strong attention to detail and able to problem solve and think on your feet
- Good time management and planning skills
- It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion
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Client Services Administrator - Hook, Hampshire, United Kingdom - St. James's Place Wealth Management
1 week ago
Description
Client Services Administrator
Location: Royal Wootton Bassett – SN4
Salary: £22,000 to £26,000 (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution
Hours: Full Time – 35 hours / in office
Working as part of the team at an Appointed Representative of St. James's Place Plc.
This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients
The Role: Client Services Administrator
To be considered for this exciting role you will need:
This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
