Client Services Administrator - Sunderland
We are seeking a Client Services Administrator to join a well-established financial services firm near Sunderland. The role involves supporting the management of client portfolios in coordination with Advisers, Paraplanners, and Client Relationship Managers. Main responsibilities include maintaining client records and preparing annual reviews.
Responsibilities:
1. Making appointments for clients, confirming them in advance, and sending relevant pre-meeting information.
2. Answering and logging all incoming client calls on the CRM system, passing messages, and updating client contact information.
3. Preparing client meeting packs, generating wealth account reports, investor returns, valuation documents, and other necessary information for advisors.
4. Inputting CFR documentation into the CRM system.
5. Creating and updating records to ensure GDPR and FCA compliance.
6. Generating correspondence to clients, including Post Review Letters.
7. Liaising with external providers via letter, telephone, and email to chase information requests.
8. Processing fund switches, rebalances, and other post-meeting actions.
9. Processing client withdrawal requests.
10. Preparing business submission documents for the Paraplanning team.
11. Collaborating with the Paraplanning team to ensure client presentations are prepared ahead of meetings.
12. Managing own and advisor’s mailbox professionally and promptly.
13. Prioritising and managing workload efficiently.
14. Maintaining knowledge of offered products and participating in relevant training.
15. Providing cover for team members as needed.
16. Upholding the standards of the client service charter.
17. Participating in team meetings.
Essential Experience and Qualifications:
* A degree or previous high-standard office experience.
Personal Attributes:
* Bright, organised, and hardworking.
* Excellent written communication skills.
* Professional telephone manner.
* Strong time management and multitasking abilities.
* Systematic and methodical approach.
* Advanced IT skills in Word and Excel, with the ability to learn new software.
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