Onboarding and Relationship Specialist

4 days ago


Fareham, Hampshire, United Kingdom Page Personnel Sales Full time

About Us

We are a specialist recruitment agency focused on sales and marketing positions. Our goal is to connect talented individuals with exciting job opportunities.

Job Title: Client Service Administrator, Asset Management

Estimated Salary: £28,000 - £38,000 per annum

Job Role

We are seeking a skilled client services administrator to join our asset management team. Key responsibilities include:

  • Building strong relationships with clients and customers
  • Onboarding new clients and servicing existing ones
  • Participating in business projects and initiatives

Requirements

To succeed in this role, you will need:

  • Knowledge of investment products (ISAs, Pensions, Bonds)
  • CRM system experience
  • A strong customer service ethic

Our Offer

We provide a competitive salary and benefits package, along with opportunities for career advancement and professional growth.



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