Client Servicing Administrator/Personal Assistant
Found in: Appcast UK C2 - 2 weeks ago
Company Description
Westerham Financial Services Limited is a Senior Partner Practice of St. James’s Place Wealth Management, providing personal, confidential, and bespoke financial advice. With a tailored service and the backing of St. James's Place distinctive approach to wealth management, Westerham Financial Services aims to help clients achieve their life goals through structured financial management. The company works closely with clients to build long-term relationships and regularly discusses their financial needs and goals in a changing world.
Role Description
This is a full-time hybrid role as a Client Servicing Administrator/Personal Assistant at Westerham Financial Services Ltd located in Westerham, with flexibility for some remote work. The role involves basic administrative duties which are subject to and not inclusive of: end to end business processing, fund switches, sending & receiving Letters of authority, liaising with third parties, and dealing with plan information. Liaising and updating clients, managing adviser diaries, booking meetings & collating relevant information for meeting packs.
Qualifications
Experience in the Financial Services industry - essential
Client Services and Customer Satisfaction skills
Excellent communication skills
Experience in customer service
Strong organisational skills
Attention to detail
Ability to work independently and remotely
Proficient in using office software
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Westerham, Kent, United Kingdom Westerham Financial Services Ltd Full timeCompany Description Westerham Financial Services Limited is a Senior Partner Practice of St. James’s Place Wealth Management, providing personal, confidential, and bespoke financial advice. With a tailored service and the backing of St. James's Place distinctive approach to wealth management, Westerham Financial Services aims to help clients achieve their...
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Westerham, Kent, United Kingdom Westerham Financial Services Ltd Full timeCompany Description Westerham Financial Services Limited is a Senior Partner Practice of St. James’s Place Wealth Management, providing personal, confidential, and bespoke financial advice. With a tailored service and the backing of St. James's Place distinctive approach to wealth management, Westerham Financial Services aims to help clients achieve...
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Westerham, Kent, United Kingdom Westerham Financial Services Ltd Full timeCompany Description Westerham Financial Services Limited is a Senior Partner Practice of St. James’s Place Wealth Management, providing personal, confidential, and bespoke financial advice. With a tailored service and the backing of St. James's Place distinctive approach to wealth management, Westerham Financial Services aims to help clients achieve...
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