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Client Servicing Administrator

3 months ago

Colwyn Bay, United Kingdom Spillane & Co. Wealth Management Ltd Full time

Working within our client servicing team, we are looking for someone to provide administrative support in order to deliver an excellent client experience. This role would suit a person with a ‘can do’ positive attitude who enjoys working as part of a team and also independently.

With a good induction program offered, you would not need to have skills specific to the role to get started, although previous experience within the financial services industry and or a basic knowledge of financial products such as ISA, Unit Trusts and pensions would be beneficial.

**Duties and Responsibilities will include: -**
- Acting as a first point of contact for the practice, dealing with correspondence and calls
- Organising meetings and appointments
- Completing follow up client correspondence after meetings
- Assist in the organising of seminars & conferences
- Management of the office stationery & equipment
- Update and input client information onto internal CRM systems
- Ensure all relevant information required for writing client reports is available for our New Business team
- Liaise with Head Office and admin centres as required
- Attend forums and workshops as appropriate for personal development

**What we are looking for: -**
- A positive ‘can do’ attitude
- Able to work as part of a team, as well as independently
- Confident communication skills with team members, advisors and clients both face to face and on the phone
- A good level of knowledge and understanding using all Microsoft programmes
- Excellent organisational skills, with the ability to manage and prioritise workloads
- A flexible approach to day-to-day activities, adapting to the need of the business
- A high level of attention to detail

Pay: £21,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**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

Application deadline: 16/05/2024
Reference ID: CSA 2024