Client Servicing Administrator
4 days ago
Bury St
Time Appointments is working with a highly respected and growing financial services firm that’s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team. If you're looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business. Key Duties & Responsibilities: • Prepare comprehensive client review packs for upcoming meetings., • Maintain accurate and up-to-date client records in line with internal processes., • Liaise with third parties and internal departments to obtain information and answer client queries., • Prioritise work effectively between emails, tasks, post, reviews and phone calls., • Support, train, and mentor new team members to ensure smooth onboarding and development., • Keep Financial Planners informed of progress and raise any concerns as needed., • Assist with front-of-house duties during reception cover (breaks, sickness, annual leave)., • Contribute to the ongoing improvement of systems and processes by providing feedback., • Ensure compliance by maintaining a clear audit trail and using systems accurately. Essential Skills & Attributes: • Proven administrative or secretarial experience, ideally within financial services., • Strong organisational skills with excellent attention to detail., • Confident communicator - written and verbal., • Proficient IT and data management skills., • Ability to follow procedures and manage time effectively., • Professional, trustworthy, and curious with a willingness to learn., • GCSEs/A-Levels in English and Maths (or equivalent) In return, you will receive: • 38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays, • Fully Funded Training & Exams + Paid Study Leave, • Flexible Working & Free Parking, • 5% Employer Pension Contribution, • Profit Share Bonus & Length of Service Recognition, • Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare, • Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance, • Regular Social Events & 15% Discount on Legal Services