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Client Services Administrator

4 months ago

Royal Wootton Bassett, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**Client Services Administrator**

**Location: Royal Wootton Bassett - SN4**

**Salary: £22,000 to £26,000** (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution

**Hours: Full Time - 35 hours / in office**

**Working as part of the team at an Appointed Representative of St. James’s Place Plc.**

This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director / Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.

The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients

**The Role: Client Services Administrator**
- You will be providing administrative support to the Managing Director / Client Support Manager
- You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
- You will be responsible for business submission using bespoke software.
- Your role will involve day-to-day use and management of the Practice’s CRM database
- You will keep the back-office system updated maintaining live files and case notes
- You will be responsible for the preparation of meeting documentation and follow up client meeting notes
- You will be providing additional support for the Partner as and when required

**The Person: Client Services Administrator**

To be considered for this exciting role you will need:

- Proven work experience as an Administrator ideally in financial services or a related sector
- Excellent customer service and the ability to build rapport and manage client relationships
- You are a self-starter and able to work with little supervision
- Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
- Excellent literacy, numeracy, and communication skills
- Strong attention to detail and able to problem solve and think on your feet
- Good time management and planning skills
- It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £179bn.
This business is well established and highly successful.