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Client Services Administrator
4 weeks ago
Reed have been engaged to support private wealth management company, providing investment management services and financial planning solutions to private clients. The Company have a strong, dynamic culture where everyone feels part of a team and where theycan have fun and grow in their career, with a passion for excellence and customer service.
**About the role**:
- Actively contributing to process improvement both in terms of idea generation and execution.
- Demonstrating a good use of IT software with an ability to quickly become a superuser in sufficient depth to be able to identify data integrity issues and the process to rectify these.
- Demonstrating a consistently high level of client care to both internal and external clients.
- Enter and maintain accurate data on all business systems in a timely manner.
- Processing of new and existing life, pensions, protection and investment business.
- Adhoc valuation and regular review processing.
- Assisting with commission processing and tracking including bank reconciliations.
- Provide support to senior management as required.
**Key Skills**
Have excellent attention to detail and accuracy
Articulate in all dealings with clients and stakeholders, verbally and within written communications
Ability to work independently and within a team
Be organised and able to prioritise work loads
In return, the client offers
- Pension: 3% employer contributions
- Private medical, Death in service, Income Protection, Season ticket loan
- Hybrid working
- Holiday: starts at 25 days plus ability to buy and sell
To be considered for the role, please send your updated CV to
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