Current jobs related to Client Servicing Administrator - Poole - Baggette + Co. Wealth Management

  • Service Administrator

    1 month ago

    Poole, United Kingdom CV-Library Full time

    We are currently looking for a vibrant, driven, and focused individual to join our client's operations team as an Operations Administrator. This is a key role within the team, focused on supporting our internal and external customers with all aspects of repairing customer equipment. Location: Poole, Dorset Salary: £23,000-£25,500 Job Type:...

  • Service Administrator

    2 weeks ago

    Poole, United Kingdom CV-Library Full time

    We are currently looking for a vibrant, driven, and focused individual to join our client's operations team as an Operations Administrator. This is a key role within the team, focused on supporting our internal and external customers with all aspects of repairing customer equipment. Location: Poole, Dorset Salary: £23,000-£25,500 Job Type:...

  • Service Administrator

    5 months ago

    Poole, United Kingdom Sandown Mercedes-Benz of Poole Full time

    **Service Administrator** **Mercedes-Benz of Poole** An opportunity has arisen to join us as a Service Administrator at Mercedes-Benz of Poole. The main purpose of the Service Administrator role is to assist and support the Service Team Managers and to maximise the sale of additional products and services, upsell work, tyres, purge products and service...

  • Financial Services Administrator

    4 months ago

    Poole, United Kingdom Mploy Staffing Solutions Ltd Full time

    Are you an experienced _Administrator _looking to make a career move into Financial Services? Want to learn how to administer investment, pension and mortgage products? How about working for a well-established firm of Independent Financial Advisers in a stunning location in Wimborne, Dorset? Competitive salary, highly beneficial pension scheme and company...

  • Service Administrator

    5 months ago

    Poole, United Kingdom Sealpac UK Full time

    **Service Administrator** **Full-time, Permanent** We are looking for an Administrator to join our Head Office team based in Poole. We are a growing business, providing a variety of engineering-based solutions within the food packaging sector. You must be confident working as part of a team or using your own initiative. This role includes delivering...

  • Representative, Client Service

    5 months ago

    Poole, United Kingdom BNY Mellon Full time

    Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...

  • Senior Representative, Client Service

    5 months ago

    Poole, United Kingdom BNY Mellon Full time

    Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...

  • Client Support Associate

    4 weeks ago

    Poole, Poole, United Kingdom Mazars Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide administrative support to our Financial Planners, internal departments, and clients, ensuring seamless and effective service delivery.Key ResponsibilitiesLiaise with Financial...

  • Client Support Associate

    4 weeks ago

    Poole, Poole, United Kingdom Mazars Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide administrative support to our Financial Planners, internal departments, and clients, ensuring seamless and effective service delivery.Key ResponsibilitiesLiaise with Financial...

  • Administrator

    5 months ago

    Poole, United Kingdom Lewis Investment Full time

    Lewis’ is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team. Within this role you will join the team assisting the The Lewis Workplace Pension Trust (TLWPT) Line Manager to provide support to the Financial Advisers and Paraplanners to deliver a high standard of service. **Duties...

  • Representative, Client Service

    5 months ago

    Poole, United Kingdom The Bank of New York Mellon Corporation Full time

    **_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top...

  • Intermediate Representative, Client Service

    5 months ago

    Poole, United Kingdom The Bank of New York Mellon Corporation Full time

    **_Bring your ideas. Make history. _** BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top...

  • Intermediate Representative, Client Service

    5 months ago

    Poole, United Kingdom BNY Mellon Full time

    Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...

  • Therapy Services Administrator

    5 months ago

    Poole, United Kingdom University Hospitals Dorset NHS Foundation Trust Full time

    We are looking for enthusiastic new members to join our friendly and welcoming clerical support team within Therapy Services. We support teams to provide Occupational Therapy, Physiotherapy and Speech & Language Therapy services to the Trust’s inpatient wards, outpatient clinics and also community work. This role may be offered on a full or part time...

  • Administrative Assistant for Specialist Services

    4 weeks ago

    Poole, Poole, United Kingdom NHS Full time

    About the RoleWe are seeking an experienced administrative professional to support our Specialist Services team. As an Administrative Assistant, you will play a vital role in ensuring the efficient operation of our services, which include MSK/Physiotherapy, Vaccination services, Audiology/ENT, and many more.You will provide administrative support to the Head...

  • Administrative Assistant for Specialist Services

    4 weeks ago

    Poole, Poole, United Kingdom NHS Full time

    About the RoleWe are seeking an experienced administrative professional to support our Specialist Services team. As an Administrative Assistant, you will play a vital role in ensuring the efficient operation of our services, which include MSK/Physiotherapy, Vaccination services, Audiology/ENT, and many more.You will provide administrative support to the Head...

  • Ms Service Administrator

    5 months ago

    Poole, United Kingdom University Hospitals Dorset NHS Foundation Trust Full time

    Multiple Sclerosis Administrator - Band 3 - 22.5 hours per week (to be worked Monday, Tuesday and Friday 8.30-16.30). An exciting opportunity has arisen for a highly-motivated and enthusiastic person to join the Dorset Multiple Sclerosis Service as administrator. We are committed to continuous development and offer on-going training within the MS...

  • Intermediate Representative, Client Service

    5 months ago

    Poole, United Kingdom BNY Mellon Full time

    Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s...

  • Client Support Associate

    2 weeks ago

    Poole, Poole, United Kingdom Mazars Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide seamless administrative support to our Financial Planners, ensuring the smooth delivery of our services to clients.Key ResponsibilitiesLiaise with Financial Planners and internal...

  • Customer Service Administrator

    5 months ago

    Poole, United Kingdom Wrights Dairies Full time

    An opportunity has arisen for a Customer Service Administrator to join our friendly team. Wrights is a well-established family-run business that supplies dairy, fruit & veg, and frozen products to catering businesses within the Dorset and surrounding areas. As a member of our customer service team you will be responsible for handling all aspects of...

Client Servicing Administrator

4 months ago

Poole, United Kingdom Baggette + Co. Wealth Management Full time

Company Description

At Baggette & Co., we are a leading independent financial advisory firm specialising in private client wealth management. Our team is dedicated to providing exceptional service and building long-term relationships with our clients. As a Chartered firm, we adhere to the highest standards of professionalism and are committed to delivering the highest quality financial and investment advice.


Role Description

We are seeking a highly organised and detail-oriented Client Services Administrator to join our growing team. In this role, you will provide exceptional administrative support to our Client Services Team and Advisers, ensuring a smooth and positive experience for all our clients. This is a hybrid role, based in Poole with the flexibility for some remote work.


Responsibilities:

  • Provide efficient and accurate administrative support to the Client Services team.
  • Manage client inquiries by phone, email, and in-person (if applicable) in a professional and courteous manner.
  • Process and manage client onboarding and account maintenance tasks.
  • Maintain accurate and up-to-date client records in our CRM system (Intelliflo).
  • Prepare reports and presentations as needed.
  • Assist with client meetings and events (if applicable).
  • Stay up-to-date on company policies and procedures.
  • Contribute to a positive and collaborative work environment.


Qualifications

  • Client Services and Customer Service skills
  • Excellent written and verbal communication skills
  • Strong attention to detail and organisational skills
  • Ability to prioritise and manage multiple tasks
  • Knowledge of finance and investment concepts
  • Strong problem-solving and analytical skills
  • Proficiency in Microsoft Office Suite
  • Experience in the financial services industry is a plus


Benefits:

  • Competitive salary and benefits package.
  • 24 days annual leave + your birthday day off
  • Opportunity to work in a fast-paced and dynamic environment.
  • Be part of a growing and successful team.