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 Opus People Solutions • £25K/yr to £35K/yr
We are seeking a dedicated and detail-oriented individual to join our clients team as Financial Planning Administrative Support.
In this role, you will provide essential administrative support to Financial Planners and Directors, ensuring they have timely and accurate information for client meetings.
You'll play a key role in maintaining client records, adhering to internal processes, and contributing to the development of junior team members.
To provide full administrative support to Financial Planners, 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 to deliver excellent client outcomes.
Posted by Artemis Recruitment Consultants Ltd • £35K/yr to £42K/yr
General
Our client in London is looking for a Client Services Administrator to join their busy firm.
You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.
Our clients - a wide-range of professional membership organisations, charities, and public sector bodies - are looking to recruit experienced administrators, with focused roles in event coordination, executive support, customer service, and HR.
Successful candidates will have demonstrable experience of working in a fast-paced office environment, providing administrative support to stakeholders including internal senior management and key external contacts.
Excellent communication skills, written and verbal, and the strong organisational skills to manage multiple and tight deadlines will be essential requirements for these roles, starting from entry-level positions to more senior roles.
As an Administrator, you will be responsible for providing administrative support, working as part of a team ensuring the smooth operation of the office.
Our client, who are a well established Financial Services company, are seeking a highly organised and detail-oriented Administrator to join their friendly team.
The ideal candidate will have strong organisational skills, excellent communication abilities, and a keen eye for detail.