Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
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.
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.
If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners.
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Are you a highly organised and motivated professional with experience in financial services?
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.
Senior account management, communication delivery and direction.
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.
General
The role is a remote position with occasional travel to Salzburg, working normal office hours.
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.