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Client Experience Administrator
Location: Glasgow
Sector: Banking & Finance
Job Type: Full-time, Permanent
GTS Banking and Finance are working with our client – a leading financial services firm – to recruit a Client Experience Administrator to join their expanding support team in Glasgow.
This role is essential to delivering a high-quality client experience and ensuring Partners can focus on providing financial advice to high-net-worth clients. As part of a collaborative and service-driven team, you’ll provide administrative support to Client Experience Executives, contributing to a seamless end-to-end client journey.
Key Responsibilities:
* Support the preparation and processing of personalised client meeting packs.
* Handle post-review administration and ensure accurate data entry into internal systems.
* Liaise with providers to gather valuations and up-to-date plan information.
* Maintain regular updates for Client Experience Executives to support client communication.
* Follow internal processes to meet service and regulatory standards.
* Provide general administrative support and assist with post and reception cover when required.
What We’re Looking For:
* Previous experience in an administrative or customer service role.
* Proficiency with Microsoft Office (Word, Excel, Outlook).
* Strong interpersonal and relationship-building skills.
* Able to manage tasks in a fast-paced environment with a proactive attitude.
* Willingness to pass a basic financial industry exam within the first 3 months (internal exam).
* Background in financial services administration.
* Understanding of pensions and investment products.
* Familiarity with Intelligent Office (IO) software.
Personal Attributes:
* Friendly, professional, and client-focused.
* High attention to detail and strong organisational skills.
* Excellent written and verbal communication abilities.
* Discreet, trustworthy, and confident working in a confidential environment.
This is an excellent opportunity to grow your career in financial services administration with a company that values training, development, and long-term progression.
Apply now or reach out to Alice Wright on alice.w@gts-search.com
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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