Administrator - Client & WM Support

Raymond James; Chelmsford; On-site; GBP 24,000 - 32,000; Full time

Job summary

Raymond James in the United Kingdom is seeking an administrative and operational support professional to assist Wealth Managers and clients, ensuring a seamless service experience. You will be the first point of contact for inquiries, own requests, resolve issues promptly, and support essential administrative processes.

This is a 12-month fixed-term contract offering a dynamic, client-focused environment with opportunities to contribute to service excellence and team collaboration.

Qualifications

• GCSEs Maths and English.
• Previous experience in an administrative or customer support role.
• Experience in a client-focused environment is desirable.

Responsibilities

• Monitor and manage multiple shared inboxes, prioritising workloads and ensuring tasks are completed accurately and on time.
• Support client and account onboarding activities where required.
• Manage the Client Support helpline and inbox, assisting clients with online systems and escalating issues when necessary.
• Support branch offices with activation and administration of Client Access user accounts.
• Administer the Wealth Manager Support inbox, responding to operational, procedural, reporting, and administrative enquiries.
• Take ownership of Wealth Manager queries, driving timely resolutions and delivering an excellent service experience.
• Assist Wealth Managers with escalated enquiries and service-related issues.
• Maintain records, documentation, and audit trails in line with regulatory and compliance requirements.
• Identify and escalate potential risks in accordance with company policies and procedures.
• Provide a professional, responsive, and high-quality service to internal and external stakeholders.
• Support the wider team with additional administrative responsibilities.

Job description

In this role, you'll provide high-quality administrative and operational support to both our clients and Wealth Managers, helping to ensure a seamless and positive service experience.

You will be the first point of contact for a wide range of enquiries, taking ownership of requests, resolving issues efficiently, and supporting key administrative processes. This is an excellent opportunity for someone who enjoys problem-solving, building relationships, and delivering outstanding service in a fast-paced environment.

This role is a 12-month fixed term contract.

What You'll Be Doing

• Monitor and manage multiple shared inboxes, prioritising workloads and ensuring tasks are completed accurately and on time.
• Support client and account onboarding activities where required.
• Manage the Client Support helpline and inbox, assisting clients with online systems and escalating issues when necessary.
• Support branch offices with the activation and administration of Client Access user accounts.
• Administer the Wealth Manager Support inbox, responding to a variety of operational, procedural, reporting, and administrative enquiries.
• Take ownership of Wealth Manager queries, driving timely resolutions and delivering an excellent service experience.
• Assist Wealth Managers with escalated enquiries and service-related issues.
• Maintain accurate records, documentation, and audit trails in line with regulatory and compliance requirements.
• Identify and escape potential risks in accordance with company policies and procedures.
• Provide a professional, responsive, and high-quality service to both internal and external stakeholders.
• Support the wider team with additional administrative responsibilities as required.

What We're Looking For Qualifications & Experience

• GCSEs (or equivalent), including Maths and English.
• Previous experience in an administrative or customer support role.
• Experience working in a client-focused environment is desirable.

Skills & Attributes

• Excellent written and verbal communication skills.
• Strong stakeholder management and customer service skills.
• A proactive and solutions-focused approach to problem-solving.
• Strong organisational skills with the ability to manage competing priorities.
• High attention to detail and accuracy.
• Ability to work collaboratively within a team while taking ownership of individual responsibilities.
• Positive, professional, and approachable attitude.
• Ability to act as a positive role model and ambassador for excellent service.

Why Join Us?

This is an opportunity to play a key role in supporting both clients and Wealth Managers, helping to deliver outstanding service and contribute to the smooth running of the business. If you're organised, customer-focused, and enjoy working in a collaborative environment, we'd love to hear from you.

Apply today and be part of a team committed to delivering exceptional client experiences.