Senior Customer Service Administrator
2 weeks ago
Type of Position:
Private Client and Technical Administrator - London
Private Client and Technical Administrator - London
You will be joining a well-established wealth management firm, that offers great future progression and career opportunities.
Client servicing and meeting preparation
Deliver the highest possible level of client service, consistent with developing and maintaining outstanding long-term relationships
Obtain information from clients to facilitate Annual Suitability Reviews
Obtain literature, illustrations and forms from providers and pre-complete basic client details
Assist with cash management control on client accounts (bonds, SIPPs, etc)
Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
Deal with complex and technical client queries as directed by the Senior Private Client Adviser
Assist with the preparation of Voyant cashflow models in advance of client meetings if required by the Senior Private Client Adviser
Assist the Senior Private Client Adviser in producing comprehensive and clear suitability letters
In addition, working with the Senior Private Client Administrator to ensure the following is completed in line with the wider client service: liaison with product providers to ensure all applications are received and completed; produce accurate client portfolio valuations and statements using Intelligent Office; Notify the Senior Private Client Adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process
Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS
General administration
Assist with general administration as required e.g. ad-hoc scanning and filing
Have 3+ years' experience within the independent sector of the financial services industry, in a relevant administration or paraplanning role, involving direct contact with high-net-worth clients
Have excellent IT skills and written communication skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
Have sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role
Is focused and motivated to deliver an exceptional level of customer service to clients, third parties and colleagues at all times
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