Client Service Administrator (Financial Services)

Client Service Administrator (Financial Services)

Location : Petersfield

Salary �20,000 - �30,000

My client who are a Chartered Financial Firm are seeking an experienced Client Service Administrator (Financial Services) to join their team. We are looking for candidates who have got excellent attention to detail and a strong telephone manner. Financial services experience/knowledge is desired.

Daily Duties

Responding to new/existing client queries received via phone and email.

Updating the Salesforce system with all appropriate information (including creation of client records).

Booking client meetings and completing appropriate meeting preparation.

Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions.

New business processing and business submission.

Support to all advisers on client servicing activities.

Completion of all tasks allocated via Salesforce including ad hoc tasks.

Preparation and follow up on regular client reviews.

Recording and processing of client gifts under referrals process.

Skillset

Strong organisational skills and attention to detail

Ideally experience working within Financial Services

Enjoys working in a team environment