Client Services Coordinator

3 weeks 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 completion.
  • Prepare business submission documents, adhering to company standards.
  • Liaise with the Paraplanning team, ensuring seamless communication.
  • Ensure GDPR and FCA protocols are adhered to, maintaining a secure and compliant environment.
Requirements:
  • Proven experience in a similar role within the Wealth Management sector.
  • Excellent organizational and time management skills.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment, prioritizing tasks effectively.
What We Offer:
  • A competitive salary of £23,000 - £27,000, plus benefits including Performance Related Bonus, Pension, Private Healthcare, Private Medical Insurance, Cash Plan, and 25 days holidays excluding bank holidays.

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