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Client services administrator

Higher Ferry
Permanent
Forrest Recruitment
Client service administrator
£28,000 - £32,000 a year
Posted: 1 January
Offer description

CLIENT SERVICES ADMINISTRATOR - PERMANENT – CHESTER – UP TO £32K - FULL TIME Forrest Recruitment have a great opportunity for a Client Services Administrator to join a small, friendly team based in Chester. Your duties will be: * Support Paraplanners and Advisers with pre-sales administration tasks, such as setting up new client files, requesting quotes and preparing client agreements * Provide Paraplanners and Advisers with up-to-date valuations for existing clients * Give Advisers any relevant client information they need before meeting with clients * Keep the back-office system accurate and up to date * Maintain and update the internal email list * Handle general client account updates * Answer phone calls and handle initial enquiries * Answer the intercom and welcome visitors * Manage Adviser diaries * Providing general administration support to the team The successful candidate will have high attention to detail, have excellent communication, the ability to manage your own workload and a team player. Some great benefits on offer! For further information about this opportunity please call Forrest Recruitment for a confidential discussion – (phone number removed). Alternatively, please forward your CV for immediate consideration, I look forward to hearing from you. Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted. Follow us on LinkedIn for updates, recruitment information, new vacancies and more

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