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Client Support Administrator

2 months ago


Exeter, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time £32,000
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 be responsible for providing exceptional support to our clients and internal stakeholders.

Key Responsibilities
  • Assist with portfolio management, maintaining accurate client data, and refining processes for efficiency
  • Extensive experience in financial services administration, with expertise in financial products, client onboarding, and portfolio management
  • Strong organisational skills and attention to detail, ensuring accuracy in client information and financial transactions
  • Excellent interpersonal skills, capable of effectively interacting with high-net-worth clients and internal stakeholders
What We Offer
  • 25 Days Holiday Plus Bank Holidays
  • Standard Auto-Enrolment Pension
  • Private Medical Insurance