Client Service Admin

2 months ago


London, United Kingdom Morgan Spencer Full time

**Client Service Admin - Professional Services**
**£29,000**
**City**

Our client is a Professional Services firm who is looking for a Client Services Admin to join their well-established team. You will be working with a dedicated team, who pride themselves on delivering an excellent service to their clients. You must strong client services skills as well as coordination skills.

**THE ROLE**:

- Providing administrative support to the Business Development Manager, including departmental task delegation to ensure day-to-day operations run smoothly
- Assist with the co-ordination and time management of financial planning projects for HNWI/UHNWI clients
- Assisting with the on boarding of new clients, co-ordinating the various aspects of this process from requesting money laundering documentation to ensuring clients are uploaded onto the relevant systems
- Assist with proofreading, reviewing, formatting and designing reports, memos and marketing documents. conducting research for these as and when required.
- Co-ordinating the execution of action points from client meetings and tracking the progress of various project based tasks
- Working with and liaising with various departments within the firm to ensure the relevant team are delivering for various client projects
- Preparation and completion of relevant documents and forms. Filing and electronic submission of the same

**THE PERSON**:

- Previous experience in a similar role
- Strong organisational skills
- Excellent attention to detail - dedicated to quality and accuracy of projects from inception to completion
- Comfortable working independently and as part of a team
- Strong time management skills, ability to work to deadlines
- Excellent oral and written communication skills
- Flexible and willing to take on ad hoc tasks
- Confident dealing with clients and senior management
- Pro-active

**Our mission**: To be the leading Executive Secretarial & Support recruitment consultancy in London, for employers and jobseekers alike. To receive regular updates of our current vacancies why not set up job alerts.

Morgan Spencer Limited, registered in England & Wales No: 4254114


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