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Client Services Administrator - hybrid

Michael Page Finance
Posted 15 hours ago, valid for 2 days
Location

Fareham, Hampshire PO17 5BL, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is seeking a Client Services Administrator for their Whiteley offices.
  • The successful candidate will have a strong passion for customer service and knowledge of investment products like ISAs, Pensions, and Bonds.
  • Candidates should possess experience using CRM systems and have a minimum of two years in a similar role.
  • An excellent salary and benefits package will be offered, reflecting the importance of this position.
  • The company emphasizes staff development through training and progression opportunities.

My client is looking for a Client Services Administrator for their offices in Whiteley.

Client Details

My client is a privately owned financial planning and discretionary investment management house. They arededicated to providing a high-quality service for private clients, trusts, and smaller institutions.The business was founded in 2004 and has grown organically and through a small number ofcarefully integrated acquisitions. Originally the business started out as an investment manager and hasnow developed the financial planning side of the offering, putting this at the forefront of the clientrelationship.Today they manage and advise on over £4.5 billion of client assets, acquired through a combinationof organic business growth and corporate acquisitions.

Description

The role responsibilities include the following:

* To always have the customer at the heart of everything you do. Providing an excellent level ofservice is your primary responsibility* Learning about the firms' Core Values and products/services* Effectively and efficiently onboarding new clients and service the existing clients* Building effective relationships with customers, advisers and paraplanners in your immediatePOD* 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

* 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

Job Offer

An excellent salary and benefits package is available to the successful candidate. The business prides itself on the development of its staff, through further training/studies and progression.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.