Our client based in Sutton is currently looking for a Client Services Administrator to join their private client team. This role is predominantly office based with opportunities to work from home after completion of successful probation period.
- Up to £30,000 depending on experience
- Monday - Friday, 9am - 5:30pm
- Health cash plan
Job Description:
- Answering and dealing with incoming calls, emails and post
- Meet and greet clients and offer them refreshment on arrival
- Liaising by phone and email with product providers, suppliers and clients
- Enter and maintain relevant data on Intelliflo
- Request plan information, collate, scan and update client records
- Check, submit and track new business applications through to completion
- Manage adviser diaries and make annual review appointments
- Accurately process fund rebalance requests
- Process client withdrawal requests
- General day-to-day office duties
Person specification:
- Previous office experience, preferably working in financial services
- Demonstrate ability to build and maintain strong relationships
- Logical thinker able to investigate, consider and resolve error and issues
- Team player with a positive 'can do' approach to life
- Genuinely use your initiative
- Collaborative yet able to think for yourself whilst working in the team
- Able to prioritise and work to tight deadlines
- Organised and methodical
- Taking ownership of tasks and see them through to a successful conclusion
- Have strong IT skills
Additional Information:
- Based in Sutton
- £28,000 - £30,000
- Monday - Friday, 9am - 5:30pm
- 20 days holiday plus bank holidays
- Life insurance
- Health cash plan
- Pension scheme
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.