Contract Personnel are recruiting for a Client Services Support Administrator to join a financial services team with a wealth management company, based at their Ipswich operation.
This role involves providing administrative support to Financial Planners, managing client records, and ensuring smooth communication with clients, team members, and platform providers.
Key Responsibilities:
Provide day-to-day admin support to Financial Planners, including setting up policies, Trusts, and processing client changes.
Act as the first point of contact for clients and address their queries.
Maintain accurate client records in the CRM system.
Work with Paraplanners and Technical Support to prepare client reports.
Assist with business meetings and ad-hoc tasks as needed.
Skills & Experience:
Strong organisational and time management skills.
Excellent communication skills (both written and verbal).
Previous experience in client services, preferably in a financial setting.
Proficient in Microsoft Office; knowledge of Intelliflo Office is a plus.
Ability to work both independently and as part of a team