Client Support Coordinator

6 days ago


Manchester, United Kingdom Chase de Vere Full time
About the Role

We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Chase de Vere. As a Client Support Administrator, you will play a critical role in ensuring the smooth operation of our client support services.

Key Responsibilities
  • Client Documentation: Produce and collate client meeting documentation for our advisers, including portfolio valuations, application forms, and regulatory documents.
  • Fee Processing: Process fees related to new and ongoing business and follow up for payment.
  • Business Monitoring: Monitor and update the progress of all new business.
  • Compliance: Complete anti-money laundering checks and ensure all client service meets FCA guidelines and company service standards.
  • Client Support: Respond to queries and enquiries from advisers, clients, and product providers.
What We Offer
  • Competitive Salary: A competitive salary with the opportunity to earn an annual bonus.
  • Holiday Entitlement: 25 days holiday, plus bank holidays.
  • Personal Development: Comprehensive induction and training programme, funded exams, and paid study leave.
  • Wellbeing: Employee Assistance Programme with access to a 24/7 helpline, cycle to work scheme, and two paid volunteering days each year.
  • Benefits: Life assurance, 4 x salary, and a wide range of voluntary flexible benefits to suit your individual needs.


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