Client Service Administrator
- Annual Salary: £28,000 - £32,000
- Location: Wimbledon
- Job Type: Full-time
My client is seeking a Client Service Administrator (CSA) to support their Financial Planners and ensure the delivery of excellent client service and communication. Reporting to the Operations Manager, the CSA will be a friendly and professional point of contact for their clients, managing client service needs and expectations to ensure satisfaction.
Day-to-day of the role:
- Act as a point of contact for clients and enquiries via phone, email, and in person.
- Organise client meetings and manage Financial Planner's diary and workload.
- Prepare client documentation for meetings and follow-up as per business processes.
- Liaise with third parties and professionals regarding client investments, tax, or legal affairs.
- Maintain client files to required compliance standards and ensure accuracy of data.
- Process new business applications accurately and efficiently in a compliant manner.
- Liaise with product providers for timely and accurate client responses.
- Manage the data harvest process, portfolio valuations, and client transactions.
- Organise and prepare for client review meetings as per the Annual Review Process.
- Keep back-office systems up to date and manage ongoing client servicing requests.
Required Skills & Qualifications:
- Professional and friendly demeanor with excellent client service skills.
- Strong organisational skills and the ability to manage multiple tasks efficiently.
- Proficiency in office systems and back-office software.
- Knowledge of compliance standards within the financial services industry.
- Ability to work independently and as part of a team.
- Commitment to continuous professional development.
Benefits:
- Competitive salary based on skills and experience.
- Opportunities for professional development.
- Group Personal Pension Plan.
- Death in service benefit.
- Sick Pay Insurance.
- 25 days annual leave per year plus 2 extra at Christmas.
- Birthday Bonus Day.
To apply for the Client Service Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.