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Client Services Administrator

Artemis Recruitment Consultants Ltd
Posted 20 days ago, valid for 25 days
Location

Hove, East Sussex BN3 7EX, England

Salary

拢30,000 - 拢36,000 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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 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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  • We are looking for a Client Services Administrator to join a financial services firm near Hove.
  • The role requires a minimum of 2 years of experience in a similar office environment and offers a salary of 拢30,000 per year.
  • Key responsibilities include maintaining client records, preparing meeting packs, and managing client communications.
  • Candidates should possess strong attention to detail, excellent written and verbal communication skills, and proficiency in IT, particularly Word and Excel.
  • A degree-level education or relevant work experience is essential for this position.

We are seeking a Client Services Administrator to join a well-established financial services firm based near to Hove. In coordination with Advisers, Paraplanners, and Client Relationship Managers, the role will support the management of client portfolios. Main responsibilities will include maintaining client records and preparation of annual reviews.

Responsibilities:

路 Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information

路 Answering and logging all incoming client calls appropriately onto the CRM system, passing on messages and ensuring that any updates to client contact information are captured

路 To prepare new and existing client meeting packs, generating wealth account reports, investor returns, valuation documents, and any other necessary information for the advisor in advance of the meetings

路 Inputting of CFR documentation onto the CRM system

路 Creation and updating of records to ensure that GDPR and FCA protocols are adhered to

路 Generating correspondence to clients, including Post Review Letters

路 Liaising with external providers and companies by way of letter, telephone, and email to chase information requests

路 Processing fund switches and rebalances along with any other post meeting actions

路 Processing withdrawals at the client鈥檚 request

路 Prepare business submission documents, for onward allocation to the Paraplanning team

路 Liaising with Paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary

路 Managing own and/or advisor鈥檚 mailbox in a timely and professional manner

路 Prioritising and managing own workload

路 Obtaining and maintaining a good knowledge of products offered

路 Managing own learning and development, attending relevant training sessions where needed

路 Provide cover for other team members upon request as per the business need

路 To uphold the standards of the client service charter

路 Participation in Administration team meetings

Essential experience and qualifications:

路 A degree-level education or previous work experience in an office environment to a high standard

We need a bright, organised and hardworking individual who can demonstrate:

路 Impeccable attention to detail

路 Very good written communication skills

路 Engaging and professional telephone manner

路 Time management and the ability to multi task is essential

路 A systematic and methodical approach to tasks

路 IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)

路 Numeracy skills

路 A hardworking and positive attitude

路 A good team player

If you are interested in this position, then please forward your CV to Sam at Artemis Recruitment.

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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.