Client Services Administrator - Financial Services (Entry)

Blevins Franks; Marbella; Presencial; EUR 21.000 - 32.000; Jornada completa

Descripción de la vacante

Blevins Franks in Marbella seeks an Administrator to support client-related admin tasks and ensure the office runs efficiently. You will input data, liaise with clients for non-advice matters, and coordinate with departments to keep tasks on track.

The successful candidate will join a friendly team and gain exposure to financial services with progression opportunities. Strong attention to detail and MS Office proficiency are essential.

Formación

• Previous customer service and administration experience.
• Good interpersonal and communication skills.
• Attention to detail and professional attitude.
• Proficiency with Microsoft Office and internal IT systems.

Responsabilidades

• Data entry and processing of tasks utilising IRESS Xplan.
• Client liaison for non-advice related matters.
• Liaison with various departments to ensure business is processed and client tasks are actioned.
• Printing/scanning and photocopying.
• Arranging client review meetings.
• Handling onboarding/withdrawals/queries/address changes and related tasks promptly.
• Providing required documents (meeting packs/reports/applications/letters).
• Liaison with external data management partners when needed.
• Contribute to client events and meetings.
• Comply with GDPR & Data Protection training requirements.
• Cover reception duties and welcome clients when needed.
• Keep reception and meeting rooms tidy.
• Support Partners/Advisers and PCM’s.
• Ad hoc duties as required.

Conocimientos

Customer service

Administration

Interpersonal skills

Attention to detail

IT/MS Office

Herramientas

IRESS Xplan

Descripción del empleo

Blevins Franks in Marbella seeks an Administrator to support client-related admin tasks and ensure the office runs efficiently. You will input data, liaise with clients for non-advice matters, and coordinate with departments to keep tasks on track.

The successful candidate will join a friendly team and gain exposure to financial services with progression opportunities. Strong attention to detail and MS Office proficiency are essential.