Client Servicing Administrator

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

Location: Wrexham

Hours: Full time. 9am until 5pm (Monday to Friday) 35 hours per week

Salary; £23,000

Contract type: Permanent

Benefits;

1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
2. NHS Top up Medical Cash Plan (increasing with length of service)
3. Gym membership
4. Free onsite parking
5. Bike to work scheme
6. Exam support and funding
7. Inhouse development path for those that want to develop throughout the various roles
8. Team socials

Role purpose: An exciting new opportunity has arisen within a reputable financial services practice. The new role will be to join their successful client servicing team by providing daily administration support to the Financial Advisers and Case Managers within the business.

Key Duties and Responsibilities:

• Prep of meeting packs (new and review)
• Change in contributions
• Diary Management
• Appointment booking
• Change of bank details
• Change of address
• Review and overdue meeting management
• Adding leads and prospects
• Withdrawals - security checks and confirm request
• Online access registering
• Basic letters of instruction - (eg UT & ISA)
• ID & V & AML check for review
• Logging documentation
• Client meeting reminders
• Prep of welcome packs/sending
• Certifying docs
• LOA’s
• Chasing withdrawals
• Policy services request for information
• Calling providers for information
• Land registry search on request
• Scanning and processing incoming post
• Answering of incoming office calls
• Supporting with any wider general office support when front of house is on annual leave

Person Specification:

• Genuine interest in Financial Services
• Confident phone manner and dealing with clients
• Keen to develop and learn
• High level of attention to detail
• Highly organised and works with a proactive attitude
• Excellent written and verbal communication skills
• Excellent IT Skills
• Approaches work positively with a can-do attitude and take responsibility for own tasks
• Manages time effectively and can work within set timescales
• Works well as an individual and as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.