Client Services Administrator

3 weeks ago


Erdington, United Kingdom Bell Cornwall Recruitment Full time

**Client Services Administrator**

**BCR/AK/11005**

**Erdington/Castle Bromwich**

**£24,000-28,000 DOE**

Bell Cornwall Recruitment’s client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion

Please view the details of this Client Services Administrator role below:
The Role:

- Liaise with internal and external parties
- first point of contact for clients
- Updating and ensuring all supporting documentation is maintained
- Oversee management of annual reviews and portfolio reviews
- Prepare Platform withdrawals / fund switches / transactions for approval
- Respond to customer queries with standard letters or draft relevant responses
- Further ad-hoc administrative duties

The Ideal Client Services Administrator will have:

- 2 years or more experience at an IFA Practice (Highly Desirable)
- Experience in Financial Services (Essential)
- Experience using Intelligent Office
- Great communication skills both written and verbal
- Excellent professional presentation
- Long term plans to remain within a client services role

**Interested? Please click the ‘APPLY’ button now**

**BELL CORNWALL RECRUITMENT**
- We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life._
- Love Work Be Happy_

**PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales**

Job Information
- Job Reference: BCR/AK/11005_1709049555
- Salary:

- Salary From: £24000
- Salary To: £28000
- Job Industries: Finance Jobs
- Job Locations: Erdington, West Midlands
- Job Types: Permanent

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