Client Services Administrator

2 weeks ago


Farnham, United Kingdom Nelson Scott LLP Full time

The role includes dealing directly with clients and advisers, whether that be resolving client queries, helping advisers prepare for client meetings and implementing the outcomes of those meetings as well as a variety of project work
- Knowledge of investment products ISAs, Pensions, Bonds
- Experience of using CURO
- A mathematical disposition evidenced through either exam passes, strong IT knowledge or experience
- Be degree educated level
- Be a good team player
- Experience of delivering process improvement
- A strong passion for delivering excellent customer service
- A self-starter

Generous holiday allowance - 28 days and benefits (pension, income protection, death in service and benefits platform). Relevant exam support



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