Client Services AdministratorBCR/AK/11005Erdington/Castle Bromwich £24,000-28,000 DOEBell Cornwall Recruitment’s client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion!Please view the details of this Client Services Administrator role below:The Role:Liaise with internal and external parties- first point of contact for clientsUpdating and ensuring all supporting documentation is maintainedOversee management of annual reviews and portfolio reviewsPrepare Platform withdrawals / fund switches / transactions for approvalRespond to customer queries with standard letters or draft relevant responsesFurther ad-hoc administrative dutiesThe Ideal Client Services Administrator will have:2 years or more experience at an IFA Practice (Highly Desirable)Experience in Financial Services (Essential)Experience using Intelligent OfficeGreat communication skills both written and verbalExcellent professional presentationLong term plans to remain within a client services role
Client Services Administrator
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Full time
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