Client Services Administrator
Location: Cheltenham (GL53)
Salary: Highly Competitive + Discretionary Bonus
Hours: Full time
An excellent opportunity has arisen for a professional Client Services Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.
The Role: Client Services Administrator
The role offers variety and challenge, including but not limited to:
You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
Submitting new business and fund transfers using bespoke software
Sending out correspondence and requesting detailed information for Pension
Client Services Administrator in Cheltenham employer: Burgh Recruitment
St. James’s Place plc is an exceptional employer, offering a dynamic work environment where high-quality financial planning meets outstanding client service. With a strong focus on employee development and a culture that values collaboration and innovation, you will have ample opportunities for professional growth while contributing to a meaningful client journey in the heart of the financial sector.
