Client Servicing Administrator

7 months ago


Altrincham, United Kingdom NJR Recruitment Full time

**Client Servicing Administrator**

**Location: Altrincham**

**Salary: Up to £24,000 per annum (depending on experience)**

An exciting opportunity has arisen for a Client Servicing Administrator to work for a respected and

growing firm of Financial Advisers who specialise in financial planning for families

and business owners, including key areas of investments, protection and retirement planning.

This is a new role within this fast growing company, that an individual will help to shape and make

their own. Your key responsibility will be to call clients to book in annual reviews for advisers. You

will also provide support in delivering a high level of service to clients and working with the team to

meet their needs.

Day to day you will work closely with the Client Servicing Manager who will support you in managing

your activities and personal development in the role.

**Key duties and responsibilities**:

- Call clients to arrange their annual reviews with advisers and keep our database up to date

with meetings booked or rearranged.
- Work alongside Client Servicing Manager to ensure all clients are offered a review
- Add all specific client servicing and communication preferences to our client database
- Register clients for online access to their wealth accounts and support clients in registering

when needed
- Send Birthday and Christmas Cards to the clients and assist with online purchases of

presents
- Carry out the welcome process for new clients; sending a letter and registering their ongoing

service from the practice
- Maintain and cleanse the CRM system (Salesforce) to ensure all client review data is correct
- Attend and contribute to the Operations Team meetings
- Work towards a paperless office

**Skills & Behaviours**:

- Hard‐working and committed to the role and the organisation, providing quality client

service and support
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel), ideally you will

have used the Salesforce CRM system
- Keeps calm when faced with conflicting demands and handles these effectively, with the

ability to multi-task
- Demonstrates a positive attitude at all times
- Works well on own tasks as well as on shared goals as part of a team
- Good planning and organisational skills, with the ability to organise and prioritise workloads
- Proactive and flexible in their approach to work and willing to go the extra mile

**Salary**: Up to £24,000.00 per year

**Benefits**:

- Company pension

Ability to commute/relocate:

- Altrincham, Greater Manchester: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)

**Language**:

- English (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: In person

Reference ID: 15488


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