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.
Posted by Recruitment Solutions (Folkestone) Limited • £25K/yr to £29K/yr
A leading, reputable wealth manager currently requires an experienced Client Support Assistant / Administrator, to join it's vibrant and friendly team.
An exceptional package with genuine career progression.
An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.
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.
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.
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.
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.
A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers.
Up to 27,000; Located in Altrincham
With three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.