Job Title: Client Services Administrator
Location: Guildford
Salary: Competitive
Job Type: Full Time, Permanent
The Company has two core values – always strive to meet client’s expectations while at the same time having a zero tolerance for treating clients unfairly, and always act with integrity, keeping the achievement of the right outcome for clients at the core of my responsibilities.
They are financial planners and investment managers who combine expertise, experience and insight to provide personalised advice and investment solutions that continually pursue growth and security. Many of their colleagues have been with the business for many years and they work together closely as a team to deliver the right outcome.
They are currently looking for a Client Services Administrator to join the team in Guildford. This role is responsible for providing an effective and efficient administration service to clients and Financial Planners.
The role’s key objective is to produce accurate and professional client documentation on a timely basis and provide high quality administrative support to the client, Planner and wider team. You will also need to ensure all client documentation is dispatched accurately and in a timely fashion and actively contribute to the enhancement of front office procedures, processes and ad hoc projects.
You will ideally have previous relevant client services administration experience and good administration experience of the complete life cycle of processing client business. You will also have a high standard of competency and knowledge of IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing.
If this is you, they look forward to hearing from you!
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, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.
