You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company.
We are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within the firm.
Our well-established client is looking for an Administrator to join their Client Services team, based at their Guildford office.
Whilst this role includes basic administration duties such as scanning and uploading documents, the role is important as you are also the first point of telephone contact for all potential clients and referrers.
My client is seeking a dedicated Customer Service Administrator to provide exceptional administrative support and customer service.
This role is crucial in processing casework from initial inquiry to ongoing maintenance, ensuring customer satisfaction and adherence to the business objectives.
Enjoy working in a fast paced and customer driven environment
Looking to join an organisation that offers great progression and development opportunities?