Client Services Administrator

2 weeks ago

Fareham, United Kingdom Page Personnel Full time

My 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. Providing an excellent level of service is your primary responsibility
- Learning about firm's Core Values and products/services
- Effectively and efficiently onboarding new clients and service the existing clients
- Building effective relationships with customers, advisers and paraplanners in your immediate POD
- Positively contribute to the team morale and energy, be a great team player
- Willing to get involved in projects within the business, which may occur from time to time

**The Successful Applicant**:
Looking for someone who is CII or RO part qualified, with a salary which reflects this experience.
- Knowledge of investment products ISAs, Pensions, Bonds
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
- A self-starter, who owns own development journey

**What's on Offer**:

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