Posted by Artemis Recruitment Consultants Ltd • £35K/yr to £42K/yr
General
Our client in London is looking for a Client Services Administrator to join their busy firm.
You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.
As a Client Services Administrator, you will be responsible for liaising with clients, reviewing cases and providing scheduled and ad hoc reports.
You will be responsible for issuing legally compliant documents to clients, reviewing cases, and providing regular updates to the Client Services Manager.
You will identify issues and improvements and relay these to the senior management team.
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Our client, who are a well established Financial Services company, are seeking a highly organised and detail-oriented Administrator to join their friendly team.
As an Administrator, you will be responsible for providing administrative support, working as part of a team ensuring the smooth operation of the office.
The ideal candidate will have strong organisational skills, excellent communication abilities, and a keen eye for detail.
Posted by Banham Patent Locks Ltd • £50K/yr to £60K/yr
We are currently seeking an experienced Salesforce Administrator, to be responsible for the management and enhancement of our Salesforce platform.
You will work closely across the wider Banham Group to ensure that Salesforce meets the organisation's needs and to support ongoing development and implementation of Salesforce applications.
The ideal candidate should have in-depth knowledge of Salesforce Service Cloud, Sales Cloud, CPQ (Configure, Price, Quote) and Field Services Lightening.