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Client Support Administrator

2 months ago

Reigate, Surrey, United Kingdom Cameron James Full time

Job Summary

The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial services company. You will provide a high-quality, administrative service to financial professionals while working collaboratively with the Client Support Team.

About the Role

As a Client Support Administrator, you will be responsible for providing full administrative support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools, and handling general day-to-day inquiries.

Key Responsibilities

  • Support financial professionals by providing administrative assistance to our clients.
  • Compile and generate financial reports using analytical tools.
  • Handle general day-to-day inquiries from clients.
  • Assist with client meetings, including appointment scheduling, preparation of financial documents, and follow-up actions.
  • Act as the main point of contact for assigned clients, ensuring exemplary customer service at all times.
  • Liaise with providers and other third parties to obtain financial information on behalf of clients.
  • Assist with projects as they arise, such as regulatory compliance and demonstrate dedication to personal growth and development within the company.
  • Work collaboratively with financial professionals and the Client Operations Manager to ensure effective operational organization of the team.
  • Manage your own workflows and tasks, working on your own initiative to achieve agreed outcomes without supervision.

What We Offer

The role will offer a flexible work arrangement, with two days from home and three days in the office. We are also offering a full-time and part-time role due to a busy working environment.