Private Client Financial Services Administrator

6 months ago


Solihull, United Kingdom Executive Dynamics Ltd Full time

**Duties**:

- Provide exceptional customer service to clients by responding to inquiries and resolving issues in a timely and professional manner.
- Maintain accurate client records and update information as needed.
- Assist clients with navigating our products or services, providing guidance and recommendations as necessary.
- Collaborate with internal teams to ensure client satisfaction and successful resolution of any concerns or challenges.
- Proactively identify opportunities to enhance the client experience and make recommendations for process improvements.

**Experience**:

- Previous experience in a customer service or client-facing role (ideally Private Client Investment Management or Financial Planning-focussed) is preferred.
- Strong presentation and communication skills, both written and verbal, with the ability to effectively interact with colleagues and clients at all levels.
- Excellent problem-solving skills and the ability to think quickly on your feet.
- Adaptable and Detail-oriented with a high level of accuracy in data entry and record keeping.

**Salary**: £30,000.00-£40,000.00 per year

**Benefits**:

- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to Commute:

- Solihull (required)

Ability to Relocate:

- Solihull: Relocate before starting work (required)

Work Location: Hybrid remote in Solihull



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