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Client Support Administrator

2 months ago

Fleet, United Kingdom Odin Careers Ltd Full time

Are you an organised and detail-oriented professional with a passion for providing exceptional support in a fast-paced environment? We're looking for a Client Support Administrator who thrives in a dynamic setting and is eager to contribute to a forward-thinking team.

What You’ll Do:

* Conducting the annual review process, producing detailed reports for clients

* Processing new business and keeping the client database up to date

* Assist in producing monthly valuations for clients, working closely with Senior Advisors

* Help keep the team on track by coordinating the calendars of Senior Advisers

* Act as the first point of contact for calls and visitors

* Ensure that all processes adhere to compliance standards

* Ensure all client documentation and communication is handled promptly and professionally

* Maintain client files and records, ensuring compliance with data security and record-keeping policies

What We’re Looking For:

* 2+ years administration experience, ideally within a Financial Services/Investment environment

* Excellent written and verbal communication skills

* Proficient user of Excel and Word with the ability to work with and update databases

* The ability to manage your time effectively

* A keen eye for detail to ensure everything is accurate and compliant

* A positive, can-do attitude

Ready to Apply?

If you have proven client support administration experience and are eager to advance your career in financial services, this could be the ideal opportunity for you.

You'll be part of a supportive team that values collaboration, professionalism, and a commitment to excellence – so what are you waiting for?

Apply now and work for a company where you can grow, learn, and make a real impact