Client Services Administrator
1 day ago
My client who is based in Whiteley is currently looking for a Client Services Administrator to join them on a permanent basis.
**Client Details**
My client is a financial services company based in Whiteley.
**Description**
As the Client Services Administrator you will be responsible for:
- Providing an excellent level of service to clients
- Being responsible for the day-to-day administration for direct clients, relationship managers and external advisers
- Building effective relationships with customers, advisers and relationship managers
- Providing a level of technical support to advisers and relationship managers
- Processing new business as well as client withdrawals in a timely manner
- Creating investment proposals for potential new clients
- Error management, resolution, and root cause analysis
**Profile**
In order to be considered for the role you will:
- Have previously worked in a financial services business within pensions and investments
- Be an excellent communicator with a positive mindset
- Have the ability to work alone as well as in a team
- Be IT literate
- Be willing to learn, develop and ultimately progress
- Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously with a strong attention to detail
- The ability to form successful professional relationships both internally and externally
**Job Offer**
The chance to work for a great business.
-
Client Services Administrator
2 days ago
Fareham, United Kingdom Recruit UK Full time**Title:Client Services Administrator** **Location: Whiteley, Southampton** **Salary : £28,000 - £32,000** **Reference: 7113** Recruit UK is working with an award-winning Financial Planning firm in Whiteley who have an exciting opportunity for a Client Services Administrator to join their team. Due to recent success across their 5 offices, this...
-
Ifa Client Services Administrator
5 days ago
Fareham, United Kingdom Appointed ltd Full time**Whole of market financial planning practice with a longterm client bank built of the back of teams exceptional, professional and caring services provided are recruiting within their close knit team based in Fareham.** - As the Client Services Administrator you have a extremely important role to ensure clients receive a 5* informative and efficient level of...
-
Client Services Administrator
6 months ago
Fareham, United Kingdom Ortus PSR Full timeAre you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join a dynamic team in the wealth management sector based in Fareham. **Why Apply?** This role presents a unique opportunity to join a prestigious wealth management firm committed to enhancing everyone's...
-
Client Services Administrator
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you a highly organised and detail-oriented individual with excellent communication skills? We are seeking a Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd in Fareham. About the Role:The salary for this role is £28,000 per annum, which reflects the company's commitment to offering competitive compensation...
-
Customer Service Administrator
3 weeks ago
Fareham, United Kingdom H2O Recruitment Services Full timeMy client are looking for a Customer Service Administrator to join their busy team based in Fareham.Role DescriptionThis is a full-time on-site role, the Customer Service Administrator will be responsible for supporting daily office operations, handling administrative tasks, managing phone calls with professionalism, and providing executive-level assistance....
-
Customer Service Administrator
4 weeks ago
Fareham, United Kingdom H2O Recruitment Services Full timeMy client are looking for a Customer Service Administrator to join their busy team based in Fareham. Role Description This is a full-time on-site role, the Customer Service Administrator will be responsible for supporting daily office operations, handling administrative tasks, managing phone calls with professionalism, and providing executive-level...
-
Service Administrator
7 months ago
Fareham, United Kingdom Hi-tech Property Services Ltd Full timeAs a Service Administrator you will provide administrative support and administer the office and field functions including purchase orders, contracts, compliance and office operations. You will also be willing to pitch in with a variety of tasks linked to your job to support your manager, your team, and our client. Your key tasks will include: - Generating...
-
Service Administrator
7 months ago
Fareham, United Kingdom Hi-Tech Property Services Ltd Full timeAs a Service Administrator you will provide administrative support and administer the office and field functions including purchase orders, contracts, compliance and office operations. You will also be willing to pitch in with a variety of tasks linked to your job to support your manager, your team, and our client. Your key tasks will include: - Main point...
-
Private Client Administrator
6 days ago
Fareham, United Kingdom G2 Legal Limited Full timeOur client is a well-established full service law firm. They service both Business and Private Client areas of law, and are currently recruiting a Private Client Administrator to join their Fareham office. The department offer the full range of Private Client services to include: - Will drafting - Tax planning - Estate administration - Trust...
-
Administrative Assistant
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly skilled and motivated Administrative Assistant - Client Services to join our team at Artemis Recruitment Consultants Ltd in Fareham. The successful candidate will be responsible for providing top-notch service to our clients and supporting the senior paraplanners and financial advisers.About the Job:The annual salary for this position...
-
Client Services M&a Administrator
7 months ago
Fareham, United Kingdom Saltus Full time**Introduction** We are looking for a high-calibre administrator to join a team which is increasingly becoming Saltus’ “secret sauce” (in the words of our CEO!). We are looking for someone who will not just come in and keep grinding through the same inefficient processes day-by-day but will really own their work and help us improve how we do things....
-
Administrative Assistant
4 hours ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are looking for a skilled administrative assistant to support our client services team in Fareham. The ideal candidate will possess strong written communication skills, a professional telephone demeanor, and exceptional time management abilities.Main ResponsibilitiesDeliver high-quality client service and support financial advisers with...
-
Administrator - Corporate Client Services
7 months ago
Fareham, United Kingdom Ascenti Full timeDo you have strong administration skills and want to work as part of a team helping people to elevate their health? Join the team at Ascenti who work to provide high quality physiotherapy and healthcare services to thousands of patients nationwide. **About the role** Day to day you will be responsible for a range of administrative duties, such as speaking...
-
Administrator
7 days ago
Fareham, United Kingdom Firmitas Financial Services Full timeWe are a Financial Advice intermediary specialising in wealth management, pensions, investments, mortgage planning & insurance advice. We moved to the St. James’s Place network 4 years ago, we are now one of the fastest growing businesses in the FTSE100 network and already manage over £100m of client assets. We are looking for somebody to join our busy...
-
Client Services Administrator
7 months ago
Fareham, United Kingdom Saltus Full time**Introduction** **Why Saltus?** Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We have a number of...
-
Client Services Administrator
7 months ago
Fareham, United Kingdom Saltus Full time**Introduction** **Why Saltus?** Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We have a number of...
-
Client Services Administrator
7 months ago
Fareham, United Kingdom Page Personnel Full timeMy client in Whiteley is looking for a Client Services 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....
-
Client Service Liaison
4 weeks ago
Fareham, Hampshire, United Kingdom Page Personnel Sales Full timeAbout Page Personnel SalesWe are a leading recruitment agency specializing in sales roles. Our team is dedicated to finding the right candidates for our clients.Job Title: Client Service Administrator, Asset ManagementEstimated Salary: £25,000 - £35,000 per annumCompany OverviewWe offer a hybrid working model that allows you to balance your work and...
-
Financial Services Administrator
1 day ago
Fareham, United Kingdom Dynamite Recruitment Solutions Ltd Full timeMy client, a well-established and very well-respected Financial Advice firm are seeking an experienced IFA Administrator, Financial Planning Administrator to join their team due to company expansion, following the business' continued success. The companyoffer a supportive and experienced team to work within, and opportunities for progression and career...
-
Financial Services Administrator
1 week ago
Fareham, United Kingdom Dynamite Recruitment Solutions Ltd Full timeMy client, a well-established and very well-respected Financial Advice firm are seeking an experienced IFA Administrator to join their team due to company expansion, following the business' continued success. The company offer a supportive and experiencedteam to work within, and opportunities for progression and career development, including exam support....