Client Services Administrator
Outskirts of Colchester
Salary up to £35,000 depending on experience
Working on behalf of this financial services provider based on the outskirts of Colchester, I am seeking an experienced Client Services Administrator to deliver comprehensive support to the Financial Planner(s). This business is looking for someone who has a proven background as a professional Personnel Assistant or Executive Assistant from a financial services industry.
As a Client Services Administrator your duties will include:
- Help to deliver an efficient and positive experience to both new and existing clients through all stages of the advice process
- Keep up to date with financial services product knowledge
- Work with advisers and wider team to manage workloads and priorities
- Gather all appropriate information to enable technical team to prepare suitability reports
- Review and act upon meeting notes provided by advisers and create relevant workflows
- Prepare and process new business applications and documentation
- Report and be accountable to the team leader
- Update and maintain client files using back office system
- Undertaken your role in accordance with regulatory and internal compliance guidelines, while adhering to company service and ethical standards
- Process enquiries from new prospects
- Produce/issue Letters of Authority, lodge with providers and gather plan information
- Arrange annual review meetings and prepare relevant reports
- Produce and collate all the relevant pre-meeting paperwork including portfolio valuations, application forms and regulatory documents
- Process client documentation such as risk profile questionnaires, electronic identification and anti-money laundering checks and factfinds
- Deal with queries from clients, advisers and colleagues, taking the appropriate action in a timely and effective manner
- Liaise with financial providers and other third parties in a professional manner
- Draft letters on behalf of Advisers/Directors and undertake project work when required
- Deal with incoming post and visit post office when required for outbound post
- Answer and deal with incoming telephone calls in a professional and friendly manner
- Greet clients and other visitors and provide refreshments as required
As a Client Services Administrator you must have the following skills and knowledge:
- Understanding of the financial services industry and knowledge of relevant products
- Familiar with the financial advice process and the provision of advice in a compliant manner
- Ability to prioritise and manage workload through excellent organisational skills, time management and use of initiative
- Strong communication skills both verbal and written
- Exceptional attention to detail
In return my client will offer you a generous package that will also include training, a great career path and financial rewards for hard work.