Client Services Coordinator

1 month ago

Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time
Client Services Administrator

A leading financial services company is seeking a highly organized and detail-oriented Client Services Administrator to join its team in the Telford/Wolverhampton area.

Key Responsibilities:
  • Support Advisors with business tasks and business processing, with a strong focus on client meetings.
  • Prepare and distribute client meeting packs, ensuring all necessary documents are included.
  • Answer and log all client calls, providing exceptional customer service.
  • Input CFR documents on Salesforce, maintaining accurate records.
  • Process fund switches, rebalances, and withdrawals, ensuring timely and accurate execution.
  • Prepare business submission documents, ensuring compliance with regulatory requirements.
  • Liaise with the Paraplanning team, facilitating seamless communication.
  • Ensure adherence to GDPR and FCA protocols, maintaining the highest standards of data protection.
Requirements:
  • Proven experience in a similar role within the Wealth Management industry.
  • Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Proficiency in Salesforce and other relevant software systems.
What We Offer:
  • A competitive salary of £23,000 - £27,000, plus benefits including Performance Related Bonus, Pension, Private Healthcare, and 25 days' holiday.

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