Job description
About the Company
Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
The group has more than 400 employees and are now looking for a Client Service Administrator to join their team.
This is a full-time permanent position to join a busy Client Service team on the Investment platform.
About the Role
Our client offers a great flexible working from home policy and career progression.
Salary remuneration is £29,795 inclusive of a bonus.
Duties & Responsibilities
- Processing client and adviser requests within SLA including payments out, internal transfers and investment strategies.
- Answering emails, secure messages and post/letters from both advisers and end clients within the SLA
- Understanding system task failures and manually processing these
- Quality Checking and authorising other team members' work
- Answering incoming and making outgoing calls to build relationships with advisers and clients
- Maintenance of internal records
- Dealing with queries and helping to resolve escalation cases generated within the team
- Take ownership of problems / issues and see through to the end doing whatever research is deemed necessary
- Proactively promote the use of agreed procedures / training notes throughout the team.
- Liaising with other teams within the company and the wider business to maintain standards
- Participate in daily/weekly/monthly meetings
- To undertake any additional tasks that could be reasonably expected of you when required
Desirable candidates will have:
- Strong Communication skills.
- Strong problem-solving and decision-making skills.
- Strong organisational and time management skills.
- The ability to build positive relationships with team members, clients, and other stakeholders.
- Knowledge of MS Office products, such as Excel and Word
Job Types: Full-time, Permanent