Client Administration Executive
3 weeks ago
**Wealth Client Executive**
Location - Cheltenham (hybrid available, minimum 2 days in office)
£25,000 - £35,000 dependent on experience
Full-time permanent role
A hands-on administration position to qualify customers and deliver comprehensive support to the financial planners, whilst delivering excellent service to costumers and colleagues
**Key responsibilities**
- Engaging with customers and building strong, professional and lasting relationships.
- Managing customer queries efficiently
- Planning, booking and preparing for all annual review meetings
- Working with financial planning colleagues to ensure all customers receive the highest levels of service
**You will have experience in some of the following areas**:
- Carrying out a similar administration and business support role
- Working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
- Delivering accurate, relevant and timely information
- Working in a small to medium sized financial services environment
**Personal qualities**:
- Strong interpersonal, communication and customer service skills
- Excellent diary management, planning and organisational skills
- Good accuracy and attention to detail
- Proven ability to work on own initiative
- Excellent telephone manner
- Proven high level of customer service.
- FPC 1 and 2 or equivalent CF qualifications obtained
- Good working knowledge of Microsoft office systems
- Previous experience working within a similar role in a financial services environment is desirable
Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.
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