Senior Customer Service Administrator

1 month ago


London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Private Client and Technical Administrator - London - Artemis Recruitment Consultants Financial Services
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
Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . I'm not a robot reCAPTCHA Privacy - Terms © Artemis Recruitment Consultants 2015-2023 - All Rights Reserved| Company Number: 9843254 Registered In England & Wales| Website by
#



  • London, United Kingdom DivalentineCalver Recruitment Ltd Full time

    Permanent ***: - Mayfair, W London ***: - Posted 5 hours ago ***: - £30-35K DOE / Year - **REF**:DCR 1392 Our client are looking for a **Customer Service Administrator,** with experience of **import/export customs procedures and English, French or Italian** language, to join the busy operations team at our West End offices, working 09:00 to 18:00 Monday...


  • London, United Kingdom Boffin Recruitment Full time

    Administrator and Customer Service This positions key focus is to deliver great customer service to the clients customers. You would need to deliver outstanding customer service to clients and visitors Excellent administration skillsGreat communication skillsYou would need to have a flexible attitude to working hours, mainly 9 - 5 but overtime is required...


  • London, United Kingdom Beaver pest control Full time

    Customer Service Administrator Beaver Pest Control are one of the ten largest specialist pest control companies in the UK voted “Best Business with over 50 employees” and “Business of the Year” at the Wandsworth and South London Business Awards. Having been established for 30 years we are expanding rapidly and have a busy dedicated office admin...


  • London, United Kingdom The OHUB - Public Relations Full time

    This opportunity gives you the chance to join a leading global logistics company as a Customer Service Administrator for their online retail brand. With a long and rich history, this company is dedicated to simplifying the process of living, working, and doing business worldwide. They achieve this mission through a diverse range of brands, each specialising...


  • London, United Kingdom Ignite Maintenance Service Ltd Full time

    **Job Title**: Office Manager / Customer Service Assistant **Hours**: Monday to Friday, 08.30 to 17.30, 40-hour working week **Job Type**: Full-time **Salary**: £21,000.00 to £25,000.00 **Location**: Kingsbury, London Ignite Maintenance Services is a mechanical & electrical company located in Kingsbury (London), servicing London and the surrounding...


  • London, United Kingdom Assistive Solutions Full time

    **Job Title**: Customer Service Administrator **Location**:1A Dunn Street, London **Salary**: £20,000 per annum Assistive Solutions are a Disability Confident Employer We are a Social Enterprise that works with disabled people, providing specialist computer equipment, 1-1 teaching and have an in-house software development team. We are currently looking...


  • London, United Kingdom Construction Certification Full time

    **Job description** Construction Certification is a booking agent with the construction industry. We offer a platform for construction industry related qualifications and training to help people that want to work on construction sites in the UK. We're looking someone to start on a full time basis who is based in or around London. We want someone motivated...


  • London, United Kingdom Construction Certification Full time

    **Job description** Construction Certification is a booking agent with the construction industry. We offer a platform for construction industry related qualifications and training to help people that want to work on construction sites in the UK. We're looking someone to start on a full time basis who is based in or around London. We want someone motivated...


  • London, United Kingdom Bloom Careers Remote Work Freelance Full time

    Customer Service Administrator £28,000 + Bonus London (Hybrid) My client is a premium beauty and wellness brand. This business ticks every box for an employee; Founders who are dedicated to creating an incredibly supportive working environment, excellent career prospects and stunning high-quality products. Due to rapid growth and expansion, the opportunity...


  • London, United Kingdom Construction Certification Full time

    **Job description** Construction Certification is a booking agent with the construction industry. We offer a platform for construction industry related qualifications and training to help people that want to work on construction sites in the UK. We're looking someone to start on a full time basis who is based in or around London. We want someone motivated...


  • London, United Kingdom Antal International Full time

    **Customer Service Administrator** **Full time Permanent role** **Location: Hayes** **This is a **full time office based** role Monday to Thursday 9.00-5.30 Friday hours are 9.00-4.30** **(with onsite parking)** Experienced Customer Service Advisor / Administrator required for a Luxury brand. This is a great opportunity to be part of the new product...

  • Sales Administrator

    2 weeks ago


    London, United Kingdom Centre People Full time

    An international sporting goods brand is seeking a Sales Administrator/ Customer Service assistant to join their West London office. The role is focused on order processing, dealing with clients’ enquiries, and administration duties. MF45666 TYPE: Permanent, full time WORKING HOURS: 9:00-17:30 from Monday to Friday SALARY £24K START: ASAP LOCATION:...


  • London, United Kingdom Artisan People Full time

    This is an exciting opportunity to join our renowned beauty client as their new Customer Service Administrator, based in London. **The Role**: This role will require you to deal with customer enquiries and complaints in a timely manner, maintaining a high level of product and service knowledge as well as creating and maintaining fresh, effective programs to...


  • London, United Kingdom Tiger Recruitment Ltd Full time

    **Operations Administrator / Customer Service** **Oxford Street** **Immediate start required for 2-3 weeks at least** **£12-£15 per hour** Our client, an electric car share service with a focus on zero emissions, based just off Oxford Street are looking for a superstar Operations Administrator to help out a busy new team. This role would suit someone...


  • City of London, United Kingdom Reed Business Support Full time

    Due to internal promotion, for my client - provider of first-class support service for Terminals and EPOS systems I am looking for Customer Services Administrator. **Title: Customer Service Administrator** **Location: City of London (short walk from Liverpool Street Station, Shoreditch, or Aldgate East)** **Start: ASAP (FULL TIME ONLY)** **Working model:...


  • London, United Kingdom Janitorial Express Full time

    **Customer Service Administrator** **About the Company**: Janitorial Express is a leading distributor of cleaning products to commercial customers throughout the UK & pride ourselves in delivering industry leading best service levels especially within London. Long standing members of Planet Mark, certified as Carbon Neutral & committed to promoting...


  • South East London, United Kingdom Gisela Graham Limited Full time

    Were successful, 60-strong, wholesale company, selling to many famous retail customers in the UK and beyond. Were best known for our Christmas products, most of which we design ourselves. Due to an internal promotion we are looking for a Customer Service Administrator. The job: Processing customer quotations, orders and credit notes. Responding to...


  • East London, United Kingdom A1 PERSONNEL EMPLOYMENT LIMITED Full time

    A1Personnel are currently recruiting for a Customer Service Administrator , on behalf of our client based in Hackney. Duties will include: Taking orders over the phone and via email and processing Speaking with high end clients and customers Advising quotes and answering queries Entering onto in house system Assisting with packaging delicate...


  • London, United Kingdom Huntress Full time

    Customer Service Administrator Temp- 13.15ph-ASAP start Office based-Mon-Fri Bank Station A leading pension provider requires a customer service administrator to join their outgoing team ASAP to assist them with a 4 week project to start May 1st 2024. The role: Communicating with client via telephone, e-mail and webchat Data entry and updating...


  • Brentford, Greater London, United Kingdom Right Now Recruitment Full time

    Are you currently looking for a varied and fast paced role within Customer Service? Would you be excited by the prospect of working for an ambitious, family run company? Are you seeking an opportunity for self-development? Our client based near Brentford are seeking a customer focused individual to join them at their head office to be the face of the...