Client Services Administrator
6 months ago
**The Opportunity**
An exciting opportunity has arisen for a Client Services Administrator to join our busy team within Hill Johnstone Wealth Management Ltd who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.
St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high
- net worth client base. St. James’s Place Wealth Management has funds under management in excess of £113bn.
The practice Hill Johnstone Wealth Management has been highly successful, and experienced year on year growth since it was established in 2010. This is an exceptional opportunity to join a reputable firm located in Bolton Town Centre.
**The Role**
As part of a growing Practice support team, you will work within our Client Services Team.
**Key Responsibilities**
- First point of contact for clients telephoning, e mailing and visiting the office.
- Arranging and booking appointments and Managing our Advisers diaries.
- Producing appointment packs valuations and meeting documentation.
- Preparing and producing pre and post meeting communications.
- Updating confidential financial review Information.
- Updating client records and ensuring information is accurate and up to date in our CRM system (Salesforce).
- Assisting with and resolving client/adviser queries.
- Providing administrative support to the client services team and the wider practice.
**The Person**
You will be able to demonstrate exceptional customer service skills and will ideally have previously worked in client facing role. As you will have regular contact with our clients, it is essential that you are professional and confident in dealing with people and can work with total discretion. You must be able to show initiative, have excellent IT skills and be a strong communicator, with both written and oral communication skills. You will be able to demonstrate excellent administrative skills, be adaptable to change with the ability to perform well under pressure and manage your own workload whilst maintaining a high level of accuracy throughout your work. Experience of using CRM systems and a knowledge of Salesforce is desirable but not essential.
**Benefits**
- 25 days holiday plus bank holidays
- Incentives
- Bonus Scheme
- Auto enrolment Pension
- Continuous learning & Development
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£22,000.00 per year
**Education**:
- GCSE or equivalent (preferred)
Work Location: In person
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