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Client Services Administrator

Bath, Somerset
£20,000 to £23,000
Job Type
8 Sep 2022

Do you have previous financial services experience with the ability to deliver excellent customer service? Are you computer literate, with a strong working knowledge of Excel? Then this could be the role for you.Our client, a leading wealth management firm, is looking for a Client Services Administrator to join an integral area of the company. You will work alongside other operational teams to complete various administrative tasks.You will:

  • Deliver excellent customer service to ensure that the company is highly valued by clients
  • Liaise with the relevant parties to chase outstanding documentation required to complete applications via telephone, letter or email
  • Interpret instructions and issues arising, and then implement actions according to administrative policies, procedures and checklists
  • Be responsible for the completion of administrative tasks in the relevant area
  • Ensure all items received by the team are processed within the relevant Service Level Agreements (SLA)
  • Complete daily banking of cheques and collating client payments direct into bank accounts

Your Skills and Qualifications:

  • You will have a good academic record
  • You will be computer literate, specifically Outlook, Word and Excel
  • You will have good attention to detail
  • You will have excellent interpersonal and communication skills
  • You will have the ability to work well under pressure, and to tight deadlines
  • You will have experience in administering pensions, particularly income drawdown schemes (desirable)
  • You will have platform knowledge and/or experience (desirable)

About the Firm:

  • An independent wealth management service for Investment Advisors and their clients
  • Innovative, highly professional and vibrant financial services company
  • Fast moving, results-orientated and dynamic culture

Please contact Joanna at Flair for Recruitment for further information.

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  • Job Reference: 707325013-2
  • Date Posted: 8 September 2022
  • Recruiter: Flair for Recruitment
    Flair for Recruitment
  • Location: Bath, Somerset
  • Salary: £20,000 to £23,000
  • Sector: Call Centre / Customer Service
  • Job Type: Permanent