Client Service Administrator

Bell Cornwall; Birmingham; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading recruitment agency seeks a detail-oriented Client Service Administrator in Birmingham. This role involves ensuring compliance, handling administration of financial products, and engaging with clients. Ideal candidates will have experience in financial services and a passion for delivering excellent client service.

Benefits

3 days off at Christmas

Birthday leave

Loyalty leave up to 26 days

Qualifications

• Minimum 2 years' experience in financial services.
• Experience in an IFA practice preferred.
• Long-term commitment to client service.

Responsibilities

• Ensure compliance with regulations and procedures.
• Conduct research and maintain accurate records.
• Engage with clients and stakeholders professionally.

Skills

Attention to Detail

Client Service

Teamwork

Positive Attitude

Eagerness to Learn

Tools

Microsoft Word

Microsoft Excel

Job description

Client Service Administrator

Reference: BCR/JH/11005

Bell Cornwall Recruitment is excited to offer an opportunity for a Client Service Administrator in Castle Bromwich, Birmingham. We are looking for a detail-oriented individual who is passionate about delivering excellent client service and maintaining industry compliance. This position provides a chance to contribute significantly to our client's success.

Key Criteria:

• At least 2 years of experience in financial services.
• Experience working in an IFA (Independent Financial Advisor) practice.
• Proficiency in Microsoft Word and Excel.
• Positive attitude and eagerness to learn.
• Ability to work well within a team.
• Long-term commitment to a career in Client Service within Financial Services.

Key Responsibilities:

• Ensure compliance with relevant regulations and procedures.
• Stay informed about industry changes and maintain standards.
• Conduct research and keep accurate records.
• Engage professionally with clients and stakeholders.
• Handle daily administration of Life, Investment, and Pensions products.
• Coordinate with clients, providers, and stakeholders effectively.
• Provide training and mentorship to junior staff as needed.
• Enjoy 3 days off at Christmas.
• Birthday leave included.
• Loyalty leave: 1 day after 1 year, 2 years, and 3 years (up to 26 days plus bank holidays).
• Office hours: 9 am to 5 pm.

If you're ready to advance your career, apply now to join Bell Cornwall Recruitment. For more details, visit our website. Don't miss this opportunity to make an impact!