Client Administrator - Edinburgh, United Kingdom - Idex
Description
My client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced Client Administrator to join their team on a fixed term contract.
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Responsibilities:
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver
- To build relationships with clients and maintain regular contact
- Maintain backoffice systems and client records in line with the company policies
- Request policy information from third party policy providers if applicable
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers,
- Preparation of meeting packs and valuations
- Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
- Proven experience working in the financial services industry
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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