We are excited to be partnering with a leading wealth management firm to find a dedicated Client Service Administrator. In this role, you’ll play an essential part in ensuring seamless client interactions and supporting our wealth management team by handling various administrative and service-oriented tasks. Here’s what you’ll be doing: Key Responsibilities Client Service: Respond to incoming client inquiries, working closely with the Operations Manager to provide accurate, timely responses. Address general client queries, manage related administration, and support client needs. Prepare meeting packs for the Business Owner, ensuring alignment with the client service proposition. Contact providers to obtain up-to-date valuations, contributions, and withdrawal data for meeting packs, and manage relevant calculations. Update the CFR and CRM systems with client information, status changes, and meeting details, ensuring all records are current. Process transactions such as switches and withdrawals, managing follow-up communications. Coordinate with the Administration Centre for client policy details when required. Manage address changes via the My Practice system and update the CRM. Assist clients in registering for Online Services and support the Operations Manager as needed. Complete application forms, Trust paperwork, Deeds of Assignment, and APTs. Collaborate with the Paraplanner to ensure all client ID and AML documentation is current. Maintain accurate prospect and client records within the Prospect Manager system to keep all accounts secure. Keep clients updated on critical stages of their investments, liaising with both the Paraplanner and Operations Manager. Handle basic client inquiries via the internal system. Business Processing: Issue letters of authority, monitor timelines, and ensure full completion for the Paraplanner’s CYC calculations. Update CFR with accurate valuations and information from ceding providers. Prepare handover information for Paraplanners to facilitate report writing. Coordinate with Paraplanners on report timelines and ensure timely submission of compliance documents. Prepare and submit EBS applications and manage document storage. Create illustrations, advice sets, and upload necessary documents to I-Business. Draft simple suitability letters for top-ups and issue signed reports to clients. Track pipeline cases to ensure they are completed and issued. Team Collaboration: Regularly update WIP (Work in Progress) alongside the Operations Manager and Paraplanner to ensure business processing aligns with service standards. Prepare for and participate in WIP meetings to discuss workload and priorities. Handle incoming post and manage actions via a task management system, logging call details as needed. Participate in daily team sessions to coordinate tasks and priorities. Take part in telephone duty rota during lunch breaks or team absences. Conduct general administrative tasks, including scanning, filing, and e-filing. Practice Standards: Collaborate closely with the Operations Manager and Paraplanner to ensure efficient administration processes. Maintain adherence to service level standards and company guidelines. Support team members with urgent tasks as required, prioritizing workload effectively. Practice a "clear desk" policy and ensure the secure shredding of confidential information. Handle incoming calls professionally and in line with GDPR standards. Attend relevant training courses to support professional growth. Personal Attributes: Professional and well-presented, with a background in financial services and customer service. Basic understanding of financial products, with strong organizational skills. Excellent communicator, both written and verbal, with great attention to detail. Proactive and able to work independently within a fast-paced environment. Flexible and adaptive to changing priorities, comfortable working as part of a small team. Long-term commitment to the role and familiarity with Office products; CRM experience is a plus. Willing to pursue PSS accreditation. If you’re ready to make a meaningful impact in wealth management, this role provides an excellent opportunity to leverage your skills within a dynamic team environment.