At a Glance
- Tasks: Maintain client records, prepare review packs, and support the Private Client team.
- Company: Dynamic financial services firm in Bury St Edmunds with a supportive culture.
- Benefits: Competitive hourly rate, hybrid working, pension contributions, and extra holiday for your birthday.
- Other info: Enjoy a structured work-life balance with opportunities for professional development.
- Why this job: Join a growing team and kickstart your career in wealth management.
- Qualifications: Previous admin experience and strong communication skills required.
The predicted salary is between 12.71 - 13.18 £ per hour.
A client of ours in the Bury St Edmunds area are recruiting a Client Service Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm and paying 12.71 - 13.18 per hour depending on experience. Following a successful probation period, this role offers hybrid working, with 2 days from home and 3 days in the office.
Key Duties include but are not limited to:
- Maintain accurate client records and documentation within internal systems.
- Prepare client review packs and support review processes.
- Analyse risk profile questionnaires and policy information.
- Complete post-review administration and follow established procedures.
- Conduct anti-money laundering checks and manage provider correspondence.
- Monitor upcoming client reviews and maintain records.
- Provide administrative support to the Private Client team.
- Maintain training and development records and support continuous professional development.
Skills and Experience required to be considered for this Client Service Administrator position:
- Previous Administration experience
- Interest within wealth management or financial services.
- High attention to detail
- Proficient IT skills
- Highly organised
- Excellent communication skills
Great Benefits to working for this company include:
- Pension (6% company contribution)
- Holiday + 1 day off for birthday, plus bank holidays
Client Service Administrator in Suffolk employer: Prime Appointments
Join a dynamic team in Bury St Edmunds as a Client Service Administrator, where you will enjoy a supportive work culture that prioritises employee growth and development. With a competitive salary, hybrid working options after probation, and generous benefits including a pension scheme and additional holiday for your birthday, this company is committed to fostering a rewarding and meaningful work environment for all its employees.
