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Client Support Assistant

2 months ago

Wolverhampton, United Kingdom Recruitment Solutions (Folkestone) Limited Full time

A leading, reputable wealth manager currently requires an experienced Client Support Assistant / Administrator, to join it’s vibrant and friendly team.

An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.

An exceptional package with genuine career progression.

Administrator / Client Support responsible for:

Completion of business tasks and business processing for advisers, ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard.

Administrator / Client Support Purpose:

To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare the Advisers for their meetings with the client and to always represent the company positively.

Administrator / Client Support Duties:

The day-to-day duties and responsibilities of the Client Services Administrator include:

  • Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
  • Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on company systems
  • To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the advisor in advance of the meetings
  • Inputting of CFR documentation onto salesforce
  • Creation and updating of salesforce records to ensure that GDPR, FCA and company protocols are adhered to
  • Generating correspondence to clients, including Post Review Letters
  • Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
  • Processing fund switches and rebalances along with any other post meeting actions
  • Processing withdrawals at the client’s request
  • Prepare business submission documents, for onward allocation to the Paraplanning team
  • Liaising with Paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
  • Managing own and/or advisor’s mailbox in a timely and professional manner
  • Prioritising and managing own workload
  • Obtaining and maintaining a good knowledge of products offered
  • Managing own learning and development, attending relevant training sessions where needed
  • Provide cover for other team members upon request as per the business need
  • To uphold the standards of the client service charter
  • Participation in Administration team meetings