Client Liaison Administrator

2 weeks ago


Colwyn Bay, United Kingdom Spillane & Co. Wealth Management Ltd. Full time

We are a well-established Wealth Management company providing financial services for both private and corporate clients.

Working within our client liaison team, we are looking for an experienced administrator to provide support in order to deliver an excellent client experience. This role would suit a person with 'can do' positive attitude who enjoys working as part of the team but is also happy to work independently.

Covering a broad range of administrative tasks on a daily basis, an understanding and knowledge of the financial services industry and or basic knowledge of financial products would be beneficial. Specific St. James's Place experience would be considered very advantageous.

**Duties and Responsibilities will include : -**
- Acting as a first point of contact for the practice, dealing with correspondence and calls
- Organising meetings and appointments
- Diary management for advisors
- Weekly preparation of all meeting packs for clients
- Assist in the organising of seminars & conferences
- Update and input client information onto internal CRM systems
- Maintaining stock levels and ordering of stationary
- Liaise with Head Office and admin centres as required to complete client requests
- Attend forums and workshops as appropriate for personal development

**Person specific : -**
- A positive ‘can do’ attitude
- Able to work as part of a team, as well as independently in a busy fast paced office environment
- Confident communication skills with team members, advisors and clients both face to face and on the telephone
- Excellent organisational skills, with the ability to manage and prioritise workloads
- A flexible approach to day to day activities, adapting to the need of the business
- A high level of attention to detail

**Working hours : -**

Full time, Permanent

Our office hours are 9am - 5pm Monday to Friday.

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

**Salary**: From £18,500.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus
- Quarterly bonus
- Yearly bonus

Ability to commute/relocate:

- Colwyn Bay: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Client Servicing: 1 year (preferred)

Work Location: One location

Application deadline: 27/01/2023



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