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Client Support Administrator

2 months ago

Exeter, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time £32,000

About Cathedral Appointments | South West Recruitment

Cathedral Appointments | South West Recruitment is a leading recruitment agency specializing in placing top talent in the South West region. Our team of experts has extensive knowledge of the local job market and is dedicated to providing exceptional service to both clients and candidates.

Job Description

We are seeking an experienced and highly motivated Client Support Administrator to join our team. As a Client Support Administrator, you will play a crucial role in supporting our clients with their financial planning and portfolio management needs.

Key Responsibilities:

  • Assist with portfolio management, maintaining accurate client data, and refining processes for efficiency
  • Provide exceptional customer service to high-net-worth clients and internal stakeholders
  • Manage client onboarding, application processing, and portfolio management support
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date with industry developments and best practices in financial services administration

Requirements:

  • Extensive experience in financial services administration, with expertise in financial products, client onboarding, and portfolio management
  • Strong organisational skills and attention to detail, ensuring accuracy in client information and financial transactions
  • Excellent interpersonal skills, capable of effectively interacting with high-net-worth clients and internal stakeholders
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong communication and problem-solving skills

What We Offer:

  • Hybrid working arrangement
  • ~25 Days Holiday Plus Bank Holidays
  • ~ Standard Auto-Enrolment Pension
  • ~ Private Medical Insurance