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Client Services Support Administrator

2 months ago

St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

Job Title: Client Services Support Administrator

Company: Artemis Recruitment Consultants Ltd

Job Type: Full-time

Industry: Financial Services

Location: St Albans

About the Role:

We are seeking a highly organized and detail-oriented Client Services Support Administrator to join our team. As a Client Services Support Administrator, you will play a crucial role in supporting our senior management, experienced paraplanners, and financial advisers across all areas of the business.

Key Responsibilities:

  • Client Services:
    • Provide exceptional aftercare to all existing clients;
    • Support the advisers with information requests as required;
    • Organize and manage campaigns throughout the year to ensure relevant allowances are used;
    • Assist with top-ups, transfers, and withdrawals;
    • Manage the client annual review process;
    • Send quarterly valuation reports to all clients;
  • Data Processing:
    • Input and update client information into the CRM;
    • Generate reports to monitor company performance;
    • Develop CRM processes to improve general efficiency;
    • Utilize mail merges to contact clients for any unused allowances and annual review reminders;
  • Ad Hoc Tasks:
    • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams;
    • Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file;
    • Use our compliance help desk to keep up to date with any regulation;

Requirements:

  • A degree-level education or previous work experience in an office environment to a high standard;
  • Very good written communication skills;
  • Engaging and professional telephone manner;
  • Time management and the ability to multitask is essential;
  • A systematic and methodical approach to tasks;
  • IT literacy (advanced knowledge of Word and Excel and the ability to learn new software);
  • A hardworking and positive attitude;
  • A good team player;

What We Offer:

We offer a competitive salary and a supportive work environment. If you are a motivated and organized individual who is looking to start or continue your career in the financial services sector, we encourage you to apply.