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Client Services Administrator

2 months ago

Edinburgh, Edinburgh, United Kingdom Brewin Dolphin Full time

Job Title: Financial Services Administrator

About Brewin Dolphin: Brewin Dolphin is a leading financial services firm committed to delivering exceptional client experiences while adhering to the highest industry standards.

Key Responsibilities:

  • Promptly report any operational issues to management
  • Take initiative in your personal and professional development
  • Manage all administrative functions in accordance with company protocols
  • Identify and implement opportunities for process improvements
  • Provide outstanding client service and keep all stakeholders updated
  • Assist in project delivery as required
  • Understand team goals and their influence on organizational processes
  • Foster a positive workplace culture that reflects our core values
  • Ensure client confidentiality is maintained at all times
  • Support colleagues and undertake additional tasks as necessary

Essential Skills:

  • Strong academic credentials are required
  • Familiarity with cash and stock reconciliations
  • Excellent analytical and problem-solving skills
  • Proficient in Microsoft Office applications
  • Ability to perform well under pressure
  • Capable of working both independently and as part of a team
  • Flexibility to adapt to changing circumstances
  • Strong written and verbal communication abilities
  • Meticulous attention to detail
  • Client-focused approach with a positive demeanor
  • Outstanding organizational and time management skills
  • Prior experience in administration is advantageous