We are seeking a Client Services Administrator to join a well-established financial services firm based near Hove. In coordination with Advisers, Paraplanners, and Client Relationship Managers, the role will support the management of client portfolios. Main responsibilities will include maintaining client records and preparing annual reviews.
Responsibilities:
* Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
* Answering and logging all incoming client calls appropriately onto the CRM system, passing on messages and ensuring that any updates to client contact information are captured
* To prepare new and existing client meeting packs, generating wealth account reports, investor returns, valuation documents, and any other necessary information for the advisor in advance of the meetings
* Inputting of CFR documentation onto the CRM system
* Creation and updating of records to ensure that GDPR and FCA protocols are adhered to
* Generating correspondence to clients, including Post Review Letters
* Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
* Processing fund switches and rebalances along with any other post-meeting actions
* Processing withdrawals at the client’s request
* Prepare business submission documents, for onward allocation to the Paraplanning team
* Liaising with Paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
* Managing own and/or advisor’s mailbox in a timely and professional manner
* Prioritising and managing own workload
* Obtaining and maintaining a good knowledge of products offered
* Managing own learning and development, attending relevant training sessions where needed
* Provide cover for other team members upon request as per the business need
* To uphold the standards of the client service charter
* Participation in Administration team meetings
Essential experience and qualifications:
* A degree-level education or previous work experience in an office environment to a high standard
We need a bright, organised and hardworking individual who can demonstrate:
* Impeccable attention to detail
* Very good written communication skills
* Engaging and professional telephone manner
* Time management and the ability to multi task is essential
* A systematic and methodical approach to tasks
* IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)
* Numeracy skills
* A hardworking and positive attitude
* A good team player