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Client Support Administrator

The Talent Crowd
Posted 4 days ago, valid for 14 days
Location

Leeds, West Yorkshire LS14 1DZ

Salary

£23,500 per annum

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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  • The Client Support Administrator position in Leeds offers a salary of £23,500 per annum and requires candidates to have relevant experience in a financial planning business.
  • Working hours are Monday to Friday from 8.30am to 5pm, providing a stable work-life balance.
  • The role involves delivering high-level administrative support, processing client applications, and engaging in tasks like report writing and handling client enquiries.
  • Candidates should possess strong interpersonal skills, excellent planning abilities, and proficiency in MS Office, with a focus on prioritising workload in a fast-paced environment.
  • This position is ideal for an organised and proactive individual looking to enhance their career while delivering exceptional client service.

Client Support Administrator – LeedsSalary: £23,500 per annumWorking Hours: Monday to Friday, 8.30am-5pmAre you ready to elevate your career in a dynamic and supportive environment? This role offers the perfect blend of professional growth and personal satisfaction. As a Client Support Administrator, you will be an essential member of the Client Support team, ensuring the seamless delivery of high-level administrative support for Planners and Paraplanners. Your contributions will directly impact the quality of client experience and service, making this role both rewarding and impactful.Key Responsibilities:- Collaborate with the Client Support Team Leader to ensure all activities adhere to company policies and meet agreed standards and timescales.- Engage in tasks such as basic report writing, preparing client documentation, handling client enquiries, and performing reception and office duties as needed.- Process client applications and instructions, ensuring compliance and timely submission within defined business processes.- Proactively manage and prioritise your workload to maintain excellent client service and delivery.- Identify areas for improvement to maximise efficiency and enhance the client experience.- Support colleagues and maintain effective relationships with clients and third parties.- Adapt quickly to shifting priorities in a high-pressure environment, ensuring demanding targets are met.Skills & Experience Required:- Proven ability to prioritise work effectively, work under pressure, and meet strict deadlines.- Strong interpersonal skills and a track record of successful delivery in a financial planning business.- Excellent planning and organisational skills to align activities with business priorities.- Proficiency in MS Office Products.- Experience working collaboratively in a fast-paced team to ensure smooth operations.This role is ideal for a highly organised and proactive individual with a passion for delivering exceptional client service. If you possess the skills and experience outlined above, this could be the perfect next step in your career. Apply today to become a valued member of the Client Support team in Leeds.

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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.