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?
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
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.
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 seeking an enthusiastic Customer Service Administrator for an energetic and dynamic office located near Birmingham City Centre, selling furniture as part of a long-term, inclusive, family business which has been in operation for over 50 years.
The office is located within our warehouse, along with a number of our other offices and our customer showroom but offers a contemporary environment in which to work, with air-conditioning and plenty of space for staff to feel comfortable during their working hours.
We pride ourselves on our continued success and are always looking for individuals with the right personality and motivation to grow within our company as we continually strive for excellence as one of the top retailers in our field.