Client Support Administrator (ref AL1405S)
St Ives, Cambs (hybrid 1 day per week working from home)
Salary £25,000 - £34,000 dep on exp + benefits
My client is an established Wealth Management organisation and they now have a fabulous opportunity for an experienced administrator, who is IT literate and able to build and nurture client relationships to join their team.Ideally you will have a financial services background.
The Role
The Client Support Team is fundamental to the success of this business, as the first point of contact for clients and providers alike. This involves provided administrative support of the highest standard and so that regulatory requirements are met from start to finish of the client journey.As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service.
Duties & Responsibilities
1. Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and proc...