A growing business is looking for a client relations / customer service focussed Assistant / Associate with proven experience in a Wealth Management, Banking, Fund, Investment, Insurance, Trust, Loan, Portfolio, Risk or similar financial services business. This is an office-based role located on the Shropshire / Staffordshire / West Midlands border.
The successful candidate will be responsible for:
1. Making client appointments
2. Preparing and distributing client meeting packs
3. Answering and logging all client calls
4. Inputting CFR documents on Salesforce
5. Processing fund switches / rebalances & withdrawals
6. Preparing business submission documents
7. Liaising with the Paraplanning team
8. Ensuring GDPR & FCA protocols are adhered to
This is an excellent opportunity to build a career in the financial services sector. This Client / Customer Administrator role is paying up to £27,000 plus performance related bonus and benefits.
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