Client Support Administrator

2 days ago

Liverpool, United Kingdom Rathbones Full time

Rathbones are currently recruiting for a Client Support Administrator to provide administrative support to Rathbones Financial Planning team. The Client Support Administrator will ensure client data is accurate and up to date to support the client service, marketing and strategy requirements to the business.

**Salary: Competitive with an excellent benefits package**

**Reference number: VAC 1665**

**Duration: Permanent**

**Hours: 35 hours (Monday to Friday)**

The role will be a mixture of home and office working.

Key responsibilities
- Ensuring client records are accurate and up to date and where necessary data cleansing of systems. This may also include regular monitoring
- Contributing to the testing of IT systems, processes and facilitating meetings with IT
- Processing client letters of authority to providers, reviewing plan information and obtaining any missing information in a timely manner.
- Updating Financial Planners, Financial Planning Assistants and Client Service Executives with progress on data collection
- Inputting, attaching and maintaining client information on Financial Planner systems as required
- Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and the efficient income for the company and correct financial reporting collection.
- Contributing to the collating/updating Agency agreements with providers.
- Completing projects on an ad-hoc basis for Financial Planning
- Other administration duties required from time-to-time as directed by the department manager.
Knowledge and skills required
- Previous administration experience within the financial industry
- Excellent communication skills
- High standard of accuracy and attention to detail
- Good understanding of Microsoft Excel
- Must be able to use your own initiative and work closely with Managers in a proactive manner
- Methodical and conscientious approach to work. Follow procedures in line with internal processes and regulatory requirements

**Job Types**: Full-time, Permanent

Additional pay:

- Bonus scheme

**Benefits**:

- Additional leave
- Company pension
- Cycle to work scheme
- Life insurance
- Private medical insurance
- Referral programme
- Store discounts
- Wellness programmes
- Work from home
Schedule:

- Monday to Friday
Reference ID: 1665

  • Client Support Administrator

    4 days ago

    Liverpool, United Kingdom HR GO Recruitment Full time

    Job DescriptionJob Description Job Title: Client Support Administrator Location: Liverpool Salary: Up to £30,000p/a DOE HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers. Responsibilities: Act as...

  • Client Support Administrator

    4 days ago

    Liverpool, United Kingdom HR GO Recruitment Full time

    HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers.Responsibilities:Act as a key point of contact for client enquiries, responding promptly and with professionalism and care.Update, manage, and...

  • Client Administrator

    1 week ago

    Liverpool, United Kingdom Evelyn Partners Full time

    Client Administrator Financial PlanningWhat will you be doingWere seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to...

  • Client Administrator

    4 days ago

    Liverpool, United Kingdom Evelyn Partners Full time

    Company DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...

  • Client Administrator

    1 week ago

    Liverpool, United Kingdom Evelyn Partners Full time

    What will you be doing We are seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience. Whats in it for me As a Client Administrator at Evelyn...

  • Client Services Administrator

    4 days ago

    Liverpool, United Kingdom Candidate Source Ltd Full time

    You know when great client service changes everything? As a Client Services Administrator, that’s exactly the impact you’ll have. You’ll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won’t just move tasks forward;...

  • Client Services Administrator

    5 days ago

    Liverpool, United Kingdom Candidate Source Full time

    You know when great client service changes everything? As a Client Services Administrator, that’s exactly the impact you’ll have. You’ll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won’t just move tasks forward;...

  • Client Services Administrator

    2 days ago

    Liverpool, United Kingdom Candidate Source Full time

    You know when great client service changes everything? As a Client Services Administrator, that's exactly the impact you'll have. You'll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won't just move tasks forward; it'll help...

  • Client Administration Coordinator

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Inpost UK Full time £25,000 - £40,000 per year

    Want to be part of a UK hub, in a global business that is scaling rapidly, evolving fast and radically changing the decades-old delivery universe? If so, read on, as we're looking for a Client Administration Coordinator to join our Client Administration teamOur mission? To switch up the status quo and become the UK's leading out-of-home business. With a...

  • Client Services Administrator — Finance

    3 days ago

    Liverpool, United Kingdom Candidate Source Ltd Full time

    A leading financial services firm in Liverpool is seeking a Client Services Administrator to provide exceptional client service and support the advice process. The role involves handling queries, preparing records, and coordinating administrative tasks related to investments and pensions. The ideal candidate will have experience in financial services, strong...