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 Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
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.
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
Proactive accountability for all aspects of day-to-day service, quality and standards, stakeholder relationships, consultancy, problem solving & risk mitigation, commercial profitability and growth, for assigned clients.
Senior account management, communication delivery and direction.
General
The role is a remote position with occasional travel to Salzburg, working normal office hours.
Posted by Satis Wealth Management • £24K/yr to £28K/yr
The Client Service Administration Assistant serves as a support role to the Satis Client Service team, focussing on the back office systems used by Satis and focussing on client service.
Both our independent status and our commitment to fiduciary excellence are at the core of all our services as we aim to provide a simple and enjoyable experience to our clients which results in a long-lasting relationship.
Satis Wealth Management are Chartered Financial Advisers, regulated by the Financial Conduct Authority and accredited by the Centre for Fiduciary Excellence.