This Client Administrator job in Flax Bourton, Somerset provides opportunity to join a respected financial planning firm.
As a Client Administrator you will be providing administrative support as part of the goal to deliver seamless experience to their clients. You will be an integral part of the admin team, as your responsibilities will include:
* Acting as primary point of contact for client enquiries
* Managing daily interactions and communications with clients through handling post, client responses, reports and correspondence
* Help onboard clients with gathering necessary information and documentation
* Prepare and maintain client files
* Manage the client records on their back-office system, inputting data and updates
* Prepare client portfolio valuations and statements
This role will see you working closely alongside Technical Administrators, Paraplanners, Financial Advisors and their Management team. The business prides themselves on the high quality of service with utmost professionalism at all times, therefore it is important you equally share these values.
Client Administrator Requirements
* You should have experience as an Administrator within a role which has multiple cases for you to manage whilst meeting hard deadlines
* You should be passionate about providing high quality client service to all
* You must have excellent numeracy and literacy skills (GCSE grades A – C or 4 – 9)
* You must b...