Based central in York, the Client Support Administrator role plays a key part in the administration function of enquires into this successful business.
You would need to be able to work in a fast pace environment and provide a high standard of accuracy.
An interest in HR and psychology would be beneficial but not essential.
This is a wonderful opportunity to join a world-leading organisation who provide the most innovative and tailored solutions and products within their industry.
As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team.
As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
We are recruiting for a fantastic opportunity to join a brilliant small business as a Customer Support Adminstration where you will be supporting the Customer Service team taking on various responsibilities, from talking to customers via telephone and email, maintaining good relationships with the customers, and dealing with any queries, escalating the more complex enquiries, taking ownership of customer relations.
Looking after the order process as part of a team.
This role will be dealing with the all-round customer relations.
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.
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.
The successful candidate will be responsible for maintaining management systems and controls, providing effective communication and support, and offering direct support to advisers and clients.
Reed Business Support are actively recruiting for an Administrator on behalf of our client based in Newton Aycliffe.
This role is ideal for someone with strong client service skills, excellent communication abilities, and proficiency in Microsoft Office.
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.