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The Client Services Administrator involves delivering exceptional client service by managing the onboarding of new clients, maintaining strong relationships, and handling day-to-day client interactions. Working closely with advisers and paraplanners, you'll ensure client needs are met efficiently while contributing to team morale and operational improvement.
Client Details
The client is a well-established financial planning and investment management firm that manages over £7.5 billion in assets. They are leaders in financial services and have a strong culture focused on excellence, innovation, and creating a positive work environment for their team.
Description
- To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
- Learning about the client's 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 immediate POD.
- 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
The ideal Client Services Administrator is highly organised, detail-oriented, and passionate about delivering outstanding customer service. They should have experience in a financial planning environment, knowledge of investment products (ISAs, pensions, bonds), be CII or RO part-qualified, and possess excellent communication and teamwork skills.
Job Offer
The successful candidate will start their next role as a Client Services Administrator - receiving a competitive salary, along with 25 days of holiday plus bank holidays, pension contributions, life assurance, and income protection. Flexible working arrangements for the City of London office, including hybrid options, and a supportive workplace culture focused on personal and professional development are also part of the package.
