Client Administrator - Birmingham, United Kingdom - Idex

Idex

Verified Company

Birmingham, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A fantastic opportunity has arisen for an experienced Client Administrator to join a top tier investment management and financial planning practice.

The primary duties for this role includes providing support for an Investment Manager Partner ensuring excellent client service is met.

This role offers flexibility to work from home and from offices in central Birmingham.

Accountabilities:

To work closely with Investment Managers ensuring excellent client outcomes
Maintain close relationships with clients and maintain regular contact
Updating backoffice systems and client records
Liaise with internal teams
Transactional administration linked with IM
Preparation for IM client meetings and business presentations

Knowledge and attributes:

Experience gained supporting investment professionals
Excellent attention to detail
Able to multitask and prioritise effectively
Excellent communication skill and stakeholder management skills
Team player with a handson motivated approach

On offer
An attractive salary, bonus and benefits package including home and office hybrid flexibility.
Benefits include bonus, PMI, life, flexi-bens, holiday buy/sell scheme, parental bens.

Visit the IDEX Consulting Ltd website for further opportunities.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.