Our client are looking for a high-calibre client services administrator to join the Financial Services team in Whiteley. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely
and efficient manner.
Client Details
Our client are incredibly proud of their culture and work really hard to ensure that it is a great place to work
for their people, where they can have fun and grow in their career, with a passion for excellence and customer service. Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. Our client is a privately owned financial planning and discretionary investment management house, they are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Description
The key responsibilities for the Client Services Administrator role include the following:
- To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
- Learning about Saltus Core Values and products/services.
- Effectively and efficiently on boarding new clients and service the existing clients.
- Building effective relationships with customers, advisers and para planners in your immediate POD.
- Positively contribute to the team morale and energy, be a great team player.
- Communicating to clients effectively through various mediums (e.g. telephone, email etc).
- Willing to get involved in projects within the business, which may occur from time to time
Profile
The successful candidate for the Client Services Administrator role is someone with the following:
- Knowledge of investment products ISAs, Pensions, Bonds
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
- A self-starter, who owns own development journey
The successful candidate will be delivery orientated and a well organised individual, with experience
within a financial planning environment. We are looking for someone who is CII or RO part qualified,
with a salary which reflects this experience.
Job Offer
The candidate for the Client Services Administrator role will receive:
- Competitive Salary
- Hybrid working (2 days in the office and 3 at home)
- 28 days annual leave (Plus Bank Holidays)
- Life Assurance
- Income Protection and Pension
- Access to their flexible benefits platform