Key Client Liaison
2 weeks ago
We are seeking a highly skilled Client Services Administrator to join our team at Quarsh | B Corp Certified. This is an exciting opportunity to work at the heart of a dynamic company, interacting with clients and colleagues to make a real impact.
The ideal candidate will have experience in the financial advice profession and proficiency in CRM systems and Microsoft Office. They will also possess a keen eye for detail, high ethical standards, and the ability to diligently follow through on tasks to completion.
About the Responsibilities:
As a Client Services Administrator, you will play a crucial role in ensuring clients have a seamless experience from the moment they join. Your responsibilities will include:
- Client Acquisition: Gather and manage financial information from third parties, ensure all documentation is complete and up to date, and support clients through the onboarding process.
- Client Liaison: Prepare meeting packs, manage DocuSign documents, process applications, and handle client queries with confidence and professionalism.
- Clerical Duties: Provide essential support to colleagues, assist with reception duties, and maintain a tidy and presentable office environment.
About the Perks:
We offer a comprehensive benefits package, including 4x Death in Service, Group Income Protection, Auto-enrolment pension, and Private Medical Insurance. You will also enjoy flexible working hours, a season ticket loan scheme, and CII Membership sponsorship and exam support.
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