Operations Team Member

1 day ago


Altrincham, Trafford, United Kingdom Capstone Financial Full time
Job Overview

Capstone Financial is seeking a skilled Client Administrator to join our Operations team. As a key member of our team, you will play a vital role in ensuring that our advisers can focus on delivering exceptional service to our clients.

In this role, you will be responsible for managing the booking process for meeting rooms, running reports to identify clients requiring follow-up, making calls to clients to arrange reviews, and providing administrative support to our adviser team.

This is a great opportunity for someone who is looking to develop their career in a dynamic and supportive environment. We offer a competitive salary and benefits package, including life insurance, pension scheme, and flexible working arrangements after probationary period.

Responsibilities:

  1. Managing the booking process for meeting rooms and ensuring that rooms are set up as required.
  2. Using our back-office system to run reports to show clients due for review.
  3. Making calls to clients to arrange reviews and prepare packs for review meetings.
  4. Providing administrative support to our adviser team, including diary management and logging call and email activity.
  5. Providing excellent customer service to our clients and internal stakeholders.

About Us:

We are a leading financial services company, committed to delivering exceptional service to our clients. Our team is passionate about helping our clients achieve their financial goals, and we are looking for someone who shares our values and enthusiasm.

We offer a competitive salary of £22,000 - £25,000 per annum, depending on experience, as well as 25 days holiday plus an additional day off for your birthday, life insurance, pension scheme and flexible working arrangements after probationary period.



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