Senior Client Servicing Administrator

6 days ago


Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time
About the Role

We are seeking a highly organized and detail-oriented Senior Client Servicing Administrator to join our team at Margetts Fund Management Ltd. As a key member of our Client Services team, you will play a vital role in providing exceptional support to our clients and internal stakeholders.

Key Responsibilities
  • Provide administrative support to the Client Services Manager and other team members, including maintaining accurate records and files.
  • Assist with the completion of Anti-Money laundering checks and internal/external fraud controls.
  • Perform reception duties, including welcoming guests, accepting post/packages, and making drinks.
  • Contribute to office administration, including scanning documents and maintaining a tidy and organized workspace.
  • Support the team in maintaining a professional and welcoming environment for clients and visitors.
Requirements
  • Previous experience in a financial services or administrative role.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Proficiency in Microsoft Office, including Excel, Word, and Outlook.
  • Commitment to ongoing professional development and relevant qualifications.
What We Offer
  • Competitive salary and benefits package.
  • 25 days annual leave (plus UK bank holidays).
  • Discretionary 15% bonuses.
  • Company-matched pension contributions (7.5%).
  • Death in service benefit.
  • Company social events.
  • Private healthcare.


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