Client Services Administrator
Location: Royal Wootton Bassett - SN4
Salary: £22,000 to £26,000 (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution
Hours: Full Time - 35 hours / in office
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients
The Role: Client Services Administrator
1. You will be providing administrative support to the Partner and advisers
2. You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
3. You will be responsible for business submission using bespoke software.
4. Your role will involve day-to-day use and management of the Practice’s CRM database
5. You will keep the back-office system updated maintaining live files and case notes
6. You...