Client Servicing Administrator

3 weeks ago


Poole, United Kingdom PLATINUM RECRUITMENT CONSULTANCY LIMITED Full time

**Role:Client Servicing Administrator**

**Location: Poole, Dorset**
**Employer: Wealth Management**
**Salary: £22,000 - £24,000**

**Platinum Recruitment** is working in partnership with a Local Leading Wealth Management Company, based in Poole. We have a fantastic opportunity for a **Client Servicing Administrator** to join their team.

**What's in it for you?**

The **Client Servicing Administrator** role offers, in addition to working with an established team, the following benefits:

- Competitive benefits package
- Your birthday as an additional day off
- The chance to develop your career with a successful and forward-thinking team
- Full training and professional study support

**Your responsibilities will include-**

As a **Client Servicing Administrator**, you will be responsible for ensuring the timely and accurate processing of new business as well as administrative support for existing clients. This role serves as a critical support function for thecompany's Financial Advisers and serves as a trusted partner to deliver excellent client service against the priorities of the business.
- Work effectively within the client servicing team to ensure that high service levels are provided to both internal and external clients.
- Manage regular communication with clients and employees both face-to-face and by written and telephone correspondence.
- Dealing with the daily administration and submission of new business accurately and in a time-efficient manner.
- Obtaining and preparing client review paperwork including client valuation reports.
- Utilising the company CRM system to ensure that processes are followed, and tasks are completed in a timely fashion.
- Ensure that company systems and databases are kept up to date for audit purposes.
- As part of the onsite team, work closely with all departments and team members to ensure consistency and professional delivery of services as a team.
- Proactively participate in team meetings and agree to actions where appropriate.
- Work within the compliance guidelines set by the company and FCA.
- Answering the phone in a timely and professional manner.
- Participate in relevant job training as required by the company.

**Skillset and Background**:

- Proven administration experience, ideally gained within financial services (or a genuine interest to work in the industry)
- Excellent communication and customer service skills as you will be dealing with clients at all levels
- Proficient use of Microsoft Office including Outlook, Word, and Excel
- Experience with Financial Services back-office systems including Intelligent Office would be desirable

**Sound like the role for you?**

**_Don't forget to speak to your consultant about our "Recommend a Friend" referral scheme and find out how you could earn up to £250 per recommendation._**

**Consultant:?Roxie Dunlop**

**Job Number: 923547 / INDCOMM**

**Job Role:? Client Servicing Administrator**

**Location:?Poole, Dorset**

Platinum Recruitment is acting as an Employment Agency in relation to this vacancy.



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