Client Operations Coordinator

Location: St. Albans

Salary: Highly Competitive + bonus

Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a motivated and proactive individual to join this well-established and highly regarded St. James's Place Partner Practice. The Practice serves a diverse client base and is recognised for consistently delivering high standards of client service and operational excellence. This role blends client servicing and administrative responsibilities, supporting the smooth running of the Practice and helping maintain excellent service for clients. It offers the chance to broaden your skills and experience within a financially regulated environment, with responsibilities tailored to your strengths in administration, client servicing, or a combination of both.

The Role:

• Respond to client and third-party enquiries via phone and email, handling queries promptly and professionally.
• Provide high-level administrative and operational support to the Practice while maintaining excellent client service standards.
• Prepare pre-meeting packs and complete post-meeting actions, ensuring client records are accurate on Salesforce.
• Liaise with SJP Administration teams to ensure timely processing of client-related activities.
• Proactively chase providers and third parties for information, including Letters of Authority.
• Process client withdrawals, fund switches, and other transactions using bespoke platforms.
• Draft, review, and issue client correspondence and reports using approved templates.
• Assist with advice processes, including advice sets, EBS submissions, and technical research.
• Obtain annuity and protection quotes and liaise with underwriters, GPs, and external providers.
• Ensure all work is carried out in accordance with compliance, regulatory, and internal procedures.

The Person:

This role would suit a positive and motivated individual who enjoys contributing to a small, high-performing team. You will be organised, confident using your initiative, and comfortable managing multiple priorities in a fast-paced environment. Ideally, you will have experience in a PSS (Partner Support Services), client services, or office support role, preferably within financial services, or a related professional services environment, although this is not essential. Training and support will be provided for the right candidate.

You will also demonstrate:

• Excellent written and verbal communication skills, with the ability to build rapport with clients, colleagues, and third parties.
• Strong organisational skills, accuracy, and attention to detail.
• Ability to manage multiple tasks and priorities effectively.
• A proactive and adaptable approach, with the ability to problem-solve and think on your feet.
• Ability to work independently while contributing positively to a small team.
• Professional integrity, tact, and discretion when handling sensitive information within a regulated environment.
• Strong working knowledge of Microsoft Office (Word, Excel, Outlook); Salesforce experience is desirable but not essential.
• A genuine commitment to learning, development, and continuous improvement.

St. James's Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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