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Client Support Administrator

2 months ago

Exeter, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time £32,000

About Cathedral Appointments | South West Recruitment

Cathedral Appointments | South West Recruitment is a leading recruitment agency specializing in placing top talent in the wealth management industry. We are proud to partner with a well-established wealth management firm based in the South West region, seeking an experienced Client Support Administrator to join their Strategic Financial Planning and Portfolio Management team.

Job Summary

We are seeking a highly motivated and organized Client Support Administrator to provide exceptional support to our clients and internal stakeholders. The ideal candidate will have substantial experience in financial services administration, particularly in managing client onboarding, application processing, and portfolio management support.

Key Responsibilities

  • Assist with portfolio management, maintaining accurate client data, and refining processes for efficiency
  • Provide exceptional support to clients and internal stakeholders, ensuring timely and accurate completion of tasks
  • Develop and maintain strong relationships with clients and internal stakeholders, ensuring excellent communication and customer service
  • Collaborate with the team to identify areas for process improvement and implement changes to enhance efficiency and productivity

Requirements

  • Extensive experience in financial services administration, with expertise in financial products, client onboarding, and portfolio management
  • Strong organizational 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

  • Hybrid working arrangement, allowing for flexibility and work-life balance
  • Competitive salary and benefits package, including ~25 Days Holiday Plus Bank Holidays and ~ Standard Auto-Enrolment Pension
  • Opportunity to work with a well-established wealth management firm and contribute to the growth and success of the company