At a Glance
- Tasks: Manage client services, ensuring accuracy and building strong relationships.
- Company: Dynamic finance team with a supportive and flexible culture.
- Benefits: Salary up to £38,000, hybrid work, 24 days leave, and early finishes.
- Other info: Opportunity for career growth and additional leave for long service.
- Why this job: Kickstart your career in finance while enjoying a great work-life balance.
- Qualifications: Organisational skills and a passion for client service.
The predicted salary is between 38000 - 38000 £ per year.
- Overview
- Join Our Team as a Client Services Administrator
Are you an organized and personable professional with a passion for finance and client service?
We’re seeking a highly motivated Client Services Administrator to join our dynamic team.
This permanent role offers a competitive salary of up to £38,000 (depending on experience) and a fantastic benefits package.
If you are looking to develop your career within a supportive and flexible working environment, this opportunity is perfect for you.
Responsibilities
- Processing new business from start to finish, ensuring accuracy and compliance
- Preparing detailed client meeting packs
- Handling Letters of Authority, including processing and chasing
- Submitting applications and advice sets efficiently
- Maintaining and updating client information accurately
- Establishing and nurturing effective relationships with clients and internal teams
- Liaising with Head Office and Admin centres to coordinate activities
- Overseeing incoming funds and handling client requests such as withdrawals
- Managing fund switches and sending corresponding letters
- Providing regular updates to clients on investment progress and transfers
- Engaging in basic marketing activities and managing social media presence
Benefits
- Salary up to £38,000 dependent on experience
- Hybrid working model (3 days in the office, 2 days from home)
- 24 days of annual leave, plus an additional birthday day off
- Discretionary leave over the festive period (“Eves”) each year
- Death in service cover (4x salary)
- Early finish at 3:00 pm every other Friday
- Additional annual leave accrued for 5+ and 10+ years of service
- NEST Pension scheme with auto-enrolment (employer contributions of 3% and 5%)
This Client Services Administrator role offers a rewarding career opportunity in the financial sector, with excellent employee benefits and a progressive work environment.
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Contact Details:
Service Care Solutions Ltd Recruitment Team
