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.
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.
Posted by Banham Patent Locks Ltd • £50K/yr to £60K/yr
We are currently seeking an experienced Salesforce Administrator, to be responsible for the management and enhancement of our Salesforce platform.
You will work closely across the wider Banham Group to ensure that Salesforce meets the organisation's needs and to support ongoing development and implementation of Salesforce applications.
The ideal candidate should have in-depth knowledge of Salesforce Service Cloud, Sales Cloud, CPQ (Configure, Price, Quote) and Field Services Lightening.