A prestigious organisation is in search of a seasoned Senior Client Services Administrator to lead the orchestration of company programmes, ensuring top-notch communication and operational efficiency across various departments and key stakeholders.
Elevate your career in client services administration with a pivotal role that places you at the heart of company coordination and execution.
With a generous salary bracket of £28,000 to £30,000, dependent on experience, and the flexibility of working hours between 9am-5pm or 8am-4pm, Monday to Friday, this position offers a harmonious work-life balance.
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.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Have an understanding of 3rd party providers platforms and processing times.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
Customer Services Administrator / Responsive Works Administrator
As a responsive works administrator, you have a pivotal role within the company interacting with their customers, clients, and site-based operatives whilst co-ordinating workflows in order to ensure the smooth running of the responsive service.
Our client has an exciting role available for a candidate who enjoys working as part of a team delivering first-class customer service.