Client Service Administrator

7 months ago


Birmingham, United Kingdom Bell Cornwall Recruitment Full time

**Client Service Administrator**

**£24,000 - £28,000**

**Castle Bromwich**

**BCR/JH/11005**

Bell Cornwall Recruitment is thrilled to present an exciting opportunity for a Client Service Administrator on behalf of our esteemed client based in Castle Bromwich, Birmingham. We’re seeking a meticulous individual with a passion for providing exceptional client service and ensuring compliance with industry standards. This role offers an exciting opportunity to contribute to our client’s success and make a meaningful impact.

**Key Criteria**:

- Financial Services Experience: Minimum 2 years of experience in the financial services industry.
- Work Experience: Previous work experience in an IFA (Independent Financial Advisor) practice.
- Intelligent Office User: Proficiency in using Intelligent Office software.
- Proficiency: in Microsoft Word and Excel.
- Positive Attitude: Demonstrated positive attitude and willingness to learn.
- Team Player: Ability to work collaboratively in a team environment.
- Long-Term Plans: Long-term plans to stay within Client Service within the Financial Services Industry.

**Key Responsibilities**:

- Comply with relevant regulations and firm procedures consistently.
- Stay updated on industry changes and maintain compliance with standards.
- Conduct thorough research and maintain accurate documentation.
- Provide professional and courteous customer interactions.
- Manage day-to-day administration of Life, Investment, and Pensions products.
- Liaise with clients, providers, and stakeholders effectively.
- Provide training and mentorship to apprentice staff as required.

**Benefits**:

- 23 days plus Bank Holidays.
- Save 3 days for Christmas break.
- Birthday Leave for Free.
- Loyalty Leave: 1 day after 1-year anniversary, 1 day after 2 years, and 1 day after 3 years (maximum 26 days plus Bank Holidays).
- Office Based: 9-5pm.

**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/JH/11005_1709046106
- Salary:

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

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