Client Services Administrator - 2 days in office
About Our Client
My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).
Job Description
The role responsibilities include the following:
• To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
• Learning about firm's Core Values and products/services
• Effectively and efficiently onboarding new clients and service the existing clients
• Building effective relationships with customers, advisers and paraplanners in your immediate POD
• Positively contribute to the team morale and energy, be a great team player
• Communicating to clients effectively through various mediums (e.g. telephone, email etc)
• Willing to get involved in projects within the business, which may occur from time to time
The Successful Applicant
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment.
Looking for someone who is CII or RO part qualified, with a salary which reflects this experience.
• Knowledge of investment products ISAs, Pensions, Bonds
• Experience of using CRM systems
• Be a good team player
• Experience of challenging the status quo in respect of processes
• A strong passion for delivering excellent customer service
What's on Offer
An excellent salary and benefits package, including study support, exists for the successful candidate.
My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).
Job Description
The role responsibilities include the following:
• To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
• Learning about firm's Core Values and products/services
• Effectively and efficiently onboarding new clients and service the existing clients
• Building effective relationships with customers, advisers and paraplanners in your immediate POD
• Positively contribute to the team morale and energy, be a great team player
• Communicating to clients effectively through various mediums (e.g. telephone, email etc)
• Willing to get involved in projects within the business, which may occur from time to time
The Successful Applicant
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment.
Looking for someone who is CII or RO part qualified, with a salary which reflects this experience.
• Knowledge of investment products ISAs, Pensions, Bonds
• Experience of using CRM systems
• Be a good team player
• Experience of challenging the status quo in respect of processes
• A strong passion for delivering excellent customer service
What's on Offer
An excellent salary and benefits package, including study support, exists for the successful candidate.
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