Job Description for Financial Services Client Administrator
We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector.
I'm looking for someone to join my client as a Customer Service Administrator and be at the forefront of delivering top-notch service to our valued clients.
Do you thrive in a fast-paced environment where every interaction matters?
Are you passionate about providing exceptional customer experiences?
We are proud to be accredited 'investor in people' which is reflected across our business in length of service and career progression of our employees.
Our experienced, passionate, and friendly team will provide you with excellent training and support.
We are not a faceless company, quite the opposite: we strongly believe in the personal touch with everything we do.
Our client is looking for an experienced Customer Service Administrator to join an established team, where you will be the first line of support for all client queries, assisting with and coordinating delivery requests and onboarding new clients.
The successful individual will need to be a friendly and confident communicator, whilst also being highly organised and methodical enabling them to deal with all associated administrative tasks.
Duties
Onboarding new clients ensuring all required contracts, documentation and Health & Safety procedures and obtained.
We are working on behalf of our client who is seeking an experience Administrator to join their Customer Service department, with back office administration duties as Customer Service Administrator.
The successful Administrator will have demonstrable skills in accuracy and attention to detail, to ensure they provide a comprehensive administrative service to their customers.
The focus of the role will be on responding to customer queries on phone and email, accuracy and cross checking data between systems, accurately customer contracts, quality checks, processing bookings and reporting.
Job Description for Trainee Financial Services Administrator
We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation.
Are you looking to start a career in financial services?
The successful individual will not need to posses knowledge of financial services or have a background within this; the key skills and attributes will be a strong attention to detail, the ability to understand technical and detailed cases with training and have strong verbal and written communication skills.
An expanding, global business with headquarters in Buckinghamshire, are looking for an experienced administrator to join their busy scheduling and servicing team in Coleshill.
Working within a busy team, this role is pivotal to the successful support operation that they have in place, ensuring a first class ervice is delviered at all times to uphold their impeccable reputation.
An exciting opportunity to join a thriving business who keep going from strength to strength and are a well respected competitor in the market.
We are recruiting for an experienced Project Administrator to join a thriving organisation which prides itself on a providing a 5-star service, which is reflected in their glowing customer reviews.
This role is pivotal to the business as you will provide administrative support to the Sales team.
Benefits
Hybrid working, commission opportunities, free parking, 29 days holiday
This role is for you if you are a financial services administrator, ideally with experience within a financial advisory practice.
With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
This nationwide business provides holistic financial advice on a whole of market basis.