Type of Position: Client Services Administrator - Penarth
Pay: £28k - £32k
We are seeking a client services administrator to join a well-established financial services firm based near to Penarth. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
The Role
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business. Client Services
Provide a high level of aftercare to all existing clients; Support the advisers with information requests as required; Organise and manage campaigns throughout the year to ensure relevant allowances are used; Assist with top-ups, transfers and withdrawals; Manage the client annual review process; Send quarterly valuation reports to all clients; Data Processing
Input and update client information into the CRM; Generate reports to monitor company performance; Develop CRM processes to improve general efficiency; Utilise mail merges to contact clients for any unused allowances and annual review reminders; Ad hoc tasks
Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; Use our compliance help desk to keep up to date with any regulation; The Candidate
Essential experience and qualifications: 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: Very good written communication skills; Engaging and professional telephone manner; Time management and the ability to multi-task is essential; A systematic and methodical approach to tasks; IT literacy (advanced knowledge of Word and Excel and the ability to learn new software); A hardworking and positive attitude; A good team player; This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change.
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Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business. Client Services
Provide a high level of aftercare to all existing clients; Support the advisers with information requests as required; Organise and manage campaigns throughout the year to ensure relevant allowances are used; Assist with top-ups, transfers and withdrawals; Manage the client annual review process; Send quarterly valuation reports to all clients; Data Processing
Input and update client information into the CRM; Generate reports to monitor company performance; Develop CRM processes to improve general efficiency; Utilise mail merges to contact clients for any unused allowances and annual review reminders; Ad hoc tasks
Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; Use our compliance help desk to keep up to date with any regulation; The Candidate
Essential experience and qualifications: 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: Very good written communication skills; Engaging and professional telephone manner; Time management and the ability to multi-task is essential; A systematic and methodical approach to tasks; IT literacy (advanced knowledge of Word and Excel and the ability to learn new software); A hardworking and positive attitude; A good team player; This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change.
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