Client Relations Administrator

Adecco; Greater Manchester; On-site; Full time

Job summary

A leading Finance firm in Greater Manchester is looking for a Client Relationship Administrator to support financial advisors and manage client relationships. You will play a vital role in ensuring clients receive exceptional service, handling documentation, and maintaining records. The ideal candidate has two years of experience in the finance sector, strong organisational skills, and proficiency in MS Office. This permanent, full-time position offers a salary of up to £31,000 per annum along with a comprehensive benefits package.

Qualifications

• Two years of experience in an IFA practice or similar environment.
• Ability to multitask and meet deadlines.
• Excellent communication skills.

Responsibilities

• Act as the main point of contact for clients.
• Maintain accurate client records.
• Prepare and process client documentation.
• Assist financial advisors with appointments.
• Monitor and track client communications.
• Collaborate with colleagues for smooth onboarding.
• Provide general administrative support.

Skills

Organisational skills

Communication skills

Interpersonal skills

Proficiency in MS Office Suite

Attention to detail

Job description

Job Description

Join a dynamic and leading Finance firm as a Client Relationship Administrator and kickstart your career in the industry. We are seeking a highly organised and enthusiastic individual with two years of experience in an IFA practice.

You'll play a vital role in supporting our team of financial advisors by effectively managing client relationships. As a Client Relationship Administrator, you will handle a wide range of administrative tasks to ensure that our clients receive the best service possible.

What's in it for you? Not only will you have the opportunity to work with a highly skilled team, but you'll also be rewarded with a fantastic salary and benefits package. We value our employees and are committed to providing a supportive and inclusive work environment.

Key Responsibilities:

• Act as the main point of contact for clients, ensuring their requests and inquiries are promptly addressed.
• Maintain accurate client records and update relevant information in the database.
• Prepare and process client documentation, including account applications and transfer forms.
• Assist financial advisors with scheduling client appointments and managing their calendars.
• Monitor and track client communications, ensuring that all queries are resolved efficiently.
• Collaborate with colleagues to ensure smooth and efficient client onboarding processes.
• Provide general administrative support, including organising meetings, booking travel arrangements, and preparing reports.

Key Requirements:

• Two years of experience in an IFA practice or similar financial services environment.
• Strong organisational skills with the ability to multitask and meet deadlines in a fast-paced environment.
• Excellent communication and interpersonal skills.
• Proficient in MS Office Suite and comfortable working with databases.
• Attention to detail and a high degree of accuracy.
• A professional and friendly demeanour.

If you have a passion for finance and want to be part of a dynamic and growing team, then we want to hear from you! Apply now and take the first step towards an exciting and rewarding career as a Client Relationship Administrator.

Please note that only successful candidates will be contacted.

Salary: Up to £31, per annum, depending on experience

Contract Type: Permanent

Driving Required: No

Working Pattern: Full Time

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.