Client Services Administrator

3 months ago


Shrewsbury, United Kingdom Lewis Wealth Management Limited Full time

Our business provides financial planning advice to a range of clients across the UK. We are looking for an enthusiastic and confident individual, with excellent written and verbal communication skills, superb organisational abilities and a proven track record of customer satisfaction, to expand on our highly successful team. We are comfortably situated in a dedicated building within the Shrewsbury Business Park, with easy access to neighboring communities.

Recruiter: Lewis Wealth Management Limited

Location: Shrewsbury, Shropshire

**Salary**: On Application

Sector: Administration

**Job Type**: Permanent

Work Hours: Part Time - Job share

General office administration duties include client liaison, document preparation, maintaining our CRM system and diary management. Proficiency in the Microsoft Suite and a competency, combined with practical knowledge, of various IT systems, are critical components to this position. The core responsibility of this position will be the daily monitoring and process resolution of client accounts.

**Job Types**: Part-time, Permanent

**Salary**: From £11,897.00 per year

Expected hours: 20 per week

**Benefits**:

- Bereavement leave
- Company events
- Company pension
- Free parking
- On-site parking
- Transport links
- Work from home

Schedule:

- Monday to Friday
- No weekends

**Experience**:

- Customer service: 1 year (preferred)

Ability to Commute:

- Shrewsbury, SY2 6FG (required)

Ability to Relocate:

- Shrewsbury, SY2 6FG: Relocate before starting work (required)

Work Location: In person



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