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Experienced Client Support Administrator Wanted

2 months ago

Exeter, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time
About the Role

Cathedral Appointments | South West Recruitment is 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 managing client onboarding, application processing, and portfolio management support.

Key Responsibilities
  • Client Onboarding: Oversee the client onboarding process, including application preparation, submission, and ensuring accurate documentation.
  • Application Processing: Manage the full application process, verifying figures and monitoring fund movements for proper allocation.
  • Client Communication: Communicate with clients to address queries and provide investment status updates.
  • Portfolio Management: Assist with portfolio management, maintaining accurate client data, and refining processes for efficiency.
Requirements
  • Experience: Extensive experience in financial services administration, with expertise in financial products, client onboarding, and portfolio management.
  • Organisational Skills: Strong organisational skills and attention to detail, ensuring accuracy in client information and financial transactions.
  • Interpersonal Skills: Excellent interpersonal skills, capable of effectively interacting with high-net-worth clients and internal stakeholders.
What We Offer
  • Hybrid Working: Enjoy a flexible working environment that suits your needs.
  • Competitive Benefits: Receive a range of benefits, including 25 days holiday plus bank holidays, standard auto-enrolment pension, and private medical insurance.