Wealth Management Administrator
1 month ago
My client in Whiteley is looking for a Wealth Management Administrator.
**About Our Client**:
My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).
The role responsibilities include the following:
- To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
- Learning about firm's Core Values and products/services
- Effectively and efficiently onboarding new clients and service the existing clients
- Building effective relationships with customers, advisers and paraplanners in your immediate POD
- Positively contribute to the team morale and energy, be a great team player
- Willing to get involved in projects within the business, which may occur from time to time
**The Successful Applicant**:
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
**What's on Offer**:
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