Social network you want to login/join with:
Location: Harrogate (Hybrid Working- 3 days in office)
A fantastic opportunity has arisen for a highly organised and proactive Client Services Administrator to join a prestigious investment management team based in Harrogate. This role offers the chance to support a leading wealth management business that provides a full range of investment services to private clients, with an outstanding reputation for client care and professional excellence.
You will play a vital role in supporting the investment management team, liaising directly with clients and intermediaries, and ensuring the smooth onboarding of new clients. This is a great opportunity for someone who is passionate about delivering exceptional service, is detail-oriented, and thrives in a busy, professional environment.
Key Responsibilities:
* Provide comprehensive secretarial and administrative support to the investment management team.
* Liaise directly with clients on behalf of Investment Managers, taking instructions and booking meetings.
* Assist with client onboarding, preparing reports, maintaining client records, and ensuring all documentation is compliant and up to date.
* Support the quarterly valuation process, including drafting client communications and coordinating with third parties.
* Handle cash movements and account administration, including processing ISA subscriptions and SIPP transfers.
* Maintain and update management information and suitability logs in Excel.
* Assist in preparing client presentations using PowerPoint.
* Identify and suggest improvements to internal processes and systems to enhance efficiency.
* Support wider office functions, including answering overflow calls from reception.
* Keep up to date with company policies, procedures, and compliance requirements.
About You:
* Previous experience working in an administrative role; experience within financial services is advantageous but not essential.
* Strong verbal and written communication skills, with the ability to deal professionally with clients and colleagues.
* Highly organised, detail-focused, and a natural problem-solver.
* Confident working independently as well as part of a team.
* Proficient in Microsoft Word, Excel, and PowerPoint.
* Enthusiastic, adaptable, and eager to support a team committed to service excellence.
What’s on Offer:
* Competitive salary and discretionary bonus scheme.
* 25 days’ annual leave plus bank holidays.
* Private medical insurance, group life assurance, and income protection insurance.
* Support for further education and professional training.
* Confidential Employee Assistance Programme.
* Two additional days per year for voluntary work.
* Access to employee discount schemes.
Company Culture:
You will be joining a highly professional and collaborative business that embraces innovation, trusts its people, and maintains the highest standards of service for clients. If you are looking for a role where your skills and commitment will be genuinely valued, this could be the perfect next step in your career.
#J-18808-Ljbffr