Client Services Support

2 weeks ago


Lincoln, Lincolnshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Services

Lincoln

04/07/2023

Type of Position:
Client Services Support - Lincoln

Pay:
£22k - £28k

Client Services Support - Lincoln:

Responsibilities:

  • Diary management to include booking and preparing for adviser meetings
  • Answering telephone and dealing with post in/out
  • Liaise with third parties, process new business enquiries, and following up with providers for funds and information
  • Provide a high level of administrative support while maintaining an excellent level of communication with the team around you
  • Preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action points
  • Submitting new business and fund transfers using bespoke software
  • Carrying out fund switches and financial calculations for clients using specific systems and processes
  • To deliver the highest standard of client care both internally and externally.
  • Provide administrative support to the Advisers, including detailed meeting pack preparation, business submission, client requests, etc
  • Liaison with providers
  • To organise and host office visits and events, including coordinating the briefing and material
  • Maintain accurate records of client correspondences using CRM systems
  • Accurately update internal database systems

Experience:

  • Previous experience working within the financial services industry
  • IFA experience (desirable but not essential)
  • Previous secretarial or administrative experience
  • Microsoft Office and Outlook
  • Use of Salesforce (desirable but not essential)


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