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Senior Client Servicing Administrator
4 months ago
Client Services Administrator
Salary: £22,000 to £26,000 (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution
Hours: Full Time – 35 hours / in office
James’s Place Plc.
This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director / Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients
The Role: Client Services Administrator
You will be providing administrative support to the Managing Director / Client Support Manager
You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
You will be responsible for business submission using bespoke software.
Your role will involve day-to-day use and management of the Practice’s CRM database
You will keep the back-office system updated maintaining live files and case notes
You will be providing additional support for the Partner as and when required
The Person: Client Services Administrator
Proven work experience as an Administrator ideally in financial services or a related sector
Excellent customer service and the ability to build rapport and manage client relationships
Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
Good time management and planning skills
James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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