Investor Services Administrator
Guildford
£25,000 - £27,000
Are you passionate about delivering exceptional service to clients and colleagues? Our client in Guildford is seeking an Investor Services Administrator to join their dynamic team!
Benefits Include:
Competitive salary
Collaborative work culture
Ongoing training and development
Role Overview
As an Investor Services Administrator, you will play a pivotal role in ensuring smooth administrative processes, supporting new business, and maintaining excellent service standards. You'll be responsible for core administrative tasks and client interactions, from managing stock and cash receipts to ensuring accurate and timely client communication. This role is ideal for someone with a keen eye for detail, problem-solving skills, and the ability to manage multiple tasks efficiently.
Key Responsibilities
Manage and execute all key administrative duties accurately and efficiently
Handle new business processes, client inquiries, and ensure all customer interactions meet high service standards
Oversee stock and cash receipts, ensuring all balances align with company expectations.
Proactively monitor and escalate any service issues to meet service-level agreements (SLAs)
Address and follow up on client and adviser queries to ensure satisfactory completion
Maintain up-to-date client and adviser records with accuracy
Prepare and dispatch welcome letters and handle other correspondence ...