Job Description
The Opportunity
My client i looking for a proactive and detail-oriented Investor Services Administrator to join their existing team, working out of their Chester location office. The successful candidate will play a key role in supporting both administrative and data management functions across the organisation.
Key Responsibilities
* Maintain and update client and adviser records using internal databases and CRM systems.
* Respond to client and adviser queries via phone and email, delivering excellent customer service.
* Review, cleanse, and input B2B data to support marketing and CRM initiatives.
* Monitor data quality and completeness, using third-party sources where appropriate.
* Assist with the preparation and processing of applications, invoices, and adviser fees.
* Manage shared inboxes and ensure timely responses to internal and external stakeholders.
* Support the administration of share certificates and deployment communications.
* Collaborate with sales, marketing, and IT teams to support data-driven projects.
* Ensure all data handling complies with GDPR and internal data governance standards.
What We’re Looking For
* Previous experience in an administrative or data-focused role, ideally within financial services.
* Strong organisational and multitasking skills with a high attention to detail.
* Excellent communication skills, both written and verbal.
* Proficiency in Microsoft Office, especially Excel; experience with CRM systems is a plus.
* Ability to work independently and as part of a team.
* A flexible, proactive, and collaborative approach to work.
Don’t delay, apply today for a confidential discussion.
Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.