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Permanent

Client Support Administrator

Wigston
money-bag 25000.00-25000.00 Annual
3085433761
Posted 4 days ago

Client Support Administrator (ref AL1404L)Leicester outskirts (hybrid - 1 day per week working from home)Salary £25,000 - £34,000 dep on exp + benefitsMy client is an established Wealth Management organisation and they now have a fabulous opportunity for an experienced administrator, who is IT literate and able to build and nurture client relationships to join their team. Ideally you will have a financial services background.The RoleThe Client Support Team is fundamental to the success of this business, as the first point of contact for clients and providers alike. This involves provided administrative support of the highest standard and so that regulatory requirements are met from start to finish of the client journey. As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service.Duties and ResponsibilitiesProviding an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctlyProviding administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetingsProviding an effective link between the client and the adviser, ensuring that both are kept up

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