Job Title: Senior Client Services Administrator – Client Servicing
Location: Oxford
Salary: Competitive
Job Type: Full Time, Permanent
Closing Date: 20th November 2020
The Company is a major investment and savings business that blends a strong customer focused heritage with a modern technology-led outlook.
Uniting pensions consultancy, workplace savings and individual financial advice, they work with employers, trustees and private clients through their regional UK offices to design and manage solutions that meet their unique needs.
The Company has a broad range of talented people, working in an environment where they value and respect every individual’s unique contribution, enabling their employees to thrive and achieve their full potential.
Their client focussed, collaborative culture is supported through their values, simplicity, innovation and flexibility.
They have an exciting opportunity for an experienced Client Services Administrator to join their thriving Oxford team of financial planners.
Job Purpose:
- To provide first rate administration support to Planners to enable them to provide their clients with outstanding service, including personalised financial planning guidance and advice, to meet the client’s needs, ensuring fair outcomes always
- Proactively supports the company’s Conduct Risk framework by following it
- Assists in achieving team target through the efficient and accurate servicing of existing and new clients working collaboratively with other members of the team
- Identifies opportunities to make introductions to other services within the company
- Identifies potential improvements to business processes and communicates these to the Director of Client Service
Key areas of Accountability:
- Making Appointments for Financial Planners
- Create and maintain accurate client records on Intelligent Office in line with business standards
- Ensure AML is up to date and recorded in line with business standards
- Liaise with clients and third parties as necessary to process client requirements
- Undertake the new business process accurately and efficiently
- Address and answer clients’ and intermediaries’ administrative queries
- Process client income requirements under instruction from the Planner
- Process cash movements under instruction from the Planner
- Validate, instruct and check address amendments
- Assist with answering telephones, general administration, filing and post
- Prepare client review packs for Planner’s client meetings
- Follow up on any action points resulting from client meetings
- Successfully complete all mandatory Company training and testing (e.g. Conduct Risk, Anti-Money Laundering and Information Security) within the communicated deadline
- Assist with training and checking of work undertaken by more junior client services administrators as required
- Undertake any projects or duties requested by the Planners or Principals in a timely and accurate fashion
Due to the changing nature of the business, the job holder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities.
The Candidate:
- Ideally educated to at least A Level or equivalent standard
- Maths and English GCSE or equivalent qualification – grade B or higher is preferable
- Willing to study towards relevant industry qualifications
- Experience of working in financial services. Able to work with a client focused approach and develop trusting and credible partnerships with clients both face to face and via the telephone
- Strong customer service background
- Has a broad understanding of current FCA regulations and how they apply to their clients as well the company’s advice standards and processes
- Self-motivated, enthusiastic, flexible and proactive approach
- Shows persistence when faced with challenges or obstacles
- Good standard of competency and knowledge of CRM systems and client reporting, previous experience of Intelliflo would be preferable (or a comparable package)
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with experience of: Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Customer Service Officer, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.
