Client Services Administrator
Liverpool, Merseyside
Salary: £25,000
Full Time Office based role.
A growing wealth management firm in Liverpool is looking for a Client Services Administrator to support Financial Advisers and provide high-quality administrative support to clients.
Key Responsibilities
* Manage client documents and update the CRM system
* Prepare investment and pension reports
* Process client applications and complete new business checks
* Support pension transfer administration and liaise with providers
* Handle client correspondence and calls
Requirements
* Strong administrative and organisational skills
* Excellent communication and customer service
* Good knowledge of Microsoft Office
* High attention to detail and ability to meet deadlines
Apply now to learn more about this opportunity.
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