Client Services Administrator
hace 23 días
Wolverhampton
Pattingham, South Staffordshire WV6 Permanent Full-time Competitive Salary We are seeking a Client Services Administrator to join an established and growing wealth management practice. This is a full-time, permanent opportunity working within an experienced team and delivering administrative support in a vibrant and fast-paced environment. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service. • Making appointments for clients and calling them in advance to confirm, sending out relevant pre-meeting information, • Answering and logging all incoming client calls, passing on messages and ensuring that any updates to client contact information are captured on the CRM system, • Preparing new and existing client meeting packs, including wealth account reports, investor returns, valuation documents and any other necessary information for the adviser, • Creating and maintaining client records on Salesforce to ensure that GDPR, FCA and regulatory protocols are adhered to, • Generating correspondence to clients, including post-review letters, • Liaising with external providers and companies by letter, telephone and email to chase information requests, • Processing fund switches, rebalances and client withdrawals, along with any other post-meeting actions, • Preparing business submission documents for onward allocation to the paraplanning team, • Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings, • Managing own and/or adviser mailboxes in a timely and professional manner, • Welcoming clients professionally from reception for on-site meetings, • Prioritising and managing own workload effectively, • Maintaining a good knowledge of products offered and managing own learning and development, • Providing cover for other team members as required, • Participating in team meetings Essential: • Excellent communication skills — both written and verbal, • High attention to detail and accuracy in all work, • Ability to prioritise workloads and meet deadlines under pressure, • Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems, • A team player with a proactive and solution-focused attitude, • Excellent customer service skills Desirable: • 2 years of experience working within a wealth management environment, • Previous experience of working within an SJP partner practice, • Strong understanding of pensions, investments and protection products, • Good knowledge of FCA regulations and compliance requirements, • Salesforce experience, • Competitive salary, • Pension, • Private Health Care after successful completion of probation period, • Private Medical Insurance cash plan covering dental and optical, • 25 days holiday plus bank holidays, • Early finish on Fridays, • Team socials and a great team culture Location: In-person, South Staffordshire Start Date: As soon as possible Contract Type: Full-time, Permanent Probation Period: 6 months #J-18808-Ljbffr