Client Experience Administrator
Location: Glasgow
Salary: £24,000 - £26,000 per annum
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:
Essential: