Are you looking for a role where you can build a strong foundation in client service within financial services?
About the Role
- Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
- Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence.
- Assists with the investigation and resolution of client queries, referring any investment related queries to team members.
- Communicates with clients as required, giving accurate and up to date information whilst working within Information Giving limitations.
- Manages mass mailing communication processes, ensuring that correspondence data is updated as required.
- Creates and amends presentations or literature for client meetings.
- Maintains team diaries, arranging meetings and organising travel.
- Takes meeting minutes as required.
- Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
- Contributes to Client Service meetings, suggesting improvements to procedures.
- Shares best working practice with other Client Service staff.
- office duties to include reception/ post duties for the office
About you
- Some knowledge of the regulatory environment in which we operate is advantageous
- Demonstrable interest in an administration career and has evidence of proactively developing self
- Experience working in a similar role in Financial Services is advantageous
- No experience is required and training will be given
- Grades A-C at GCSE or equivalent in English and Maths
If this sounds like the role for you, apply today!