Client Services Administrator

Your role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service.,

• To be the first point of contact for clients.


• Provide an excellent telephone-based service to clients both external and internal together with third party providers.


• Arrange client meetings to support allocated adviser(s).


• Ensure that financial transactions are completed correctly and files are fully FCA compliant.


• Manage and track pipeline activity providing regular progress updates to both client and adviser(s).


• Complex technical new business processing i.e Defined Benefit transfers, specialised investments.


• Contact and liaise with relevant product providers/third parties.


• Liaise with clients, solicitors and accountants as necessary in order to obtain relevant information and resolve queries.


• Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately.


• Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.


• Ensure that all tasks on CURO are completed in line with company policy and procedures.


• Develop and maintain effective relationships with clients, colleagues and third parties.


• Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.


• Be aware and act upon any compliance, risk and quality issues.


• Provide recommendations/improvement ideas to increase operational efficiencies within the team.
  
  Strong operational experience within the Financial Services industry.


• A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role.


• Proficient IT skills in core Microsoft Office systems.


• Organisation and prioritisation skills.


• Excellent verbal and written communication skills with an eye for detail.


• Professional telephone manner
  
  Company discretionary bonus scheme;


• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch;


• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;


• Company Pension scheme;


• Private Healthcare;


• Group Income Protection;


• Life Assurance;


• Eye Care Scheme;


• Wellbeing programme;


• Bike to Work Scheme;


• Full support with professional qualifications;



• after qualifying period