Client Service Administrator

TN United Kingdom; Boston Spa; On-site; GBP 30,000 - 40,000; Full time

Job summary

Ein etabliertes Unternehmen im Bereich Finanzplanung sucht einen motivierten Client Service Administrator, der Teil eines preisgekrönten Teams wird. In dieser Rolle unterstützen Sie die Kunden auf ihrem finanziellen Weg und bieten außergewöhnlichen Service. Sie werden in einem dynamischen, vollwertigen Büro arbeiten, was Ihnen ermöglicht, enge Beziehungen zu Kunden und Kollegen aufzubauen. Mit einem Fokus auf Teamarbeit und persönlichem Wachstum bietet diese Position eine hervorragende Gelegenheit, Ihre Karriere voranzutreiben und einen echten Unterschied im Leben der Kunden zu machen. Wenn Sie leidenschaftlich an Kundenservice interessiert sind und eine Karriere im Finanzdienstleistungssektor anstreben, freuen wir uns auf Ihre Bewerbung.

Benefits

Discretionary Bonus Scheme

Training and Exam Support

27 Days Annual Leave

Private Health Care

Death in Service Scheme

Qualifications

• Mindestens 2 Jahre Erfahrung im Kundenservice oder Finanzdienstleistungen.
• Starke schriftliche und mündliche Kommunikationsfähigkeiten.

Responsibilities

• Bereitstellung eines außergewöhnlichen, personalisierten Kundenservices.
• Verwaltung von Kundenakten und Vorbereitung wichtiger Dokumente.
• Engagement mit Kunden und Teilnahme an Besprechungen.

Skills

Kundenservice

Finanzdienstleistungen

Microsoft Office Suite

Kommunikationsfähigkeiten

Detailorientierung

Teamarbeit

Organisationsfähigkeiten

Job description

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Client:

Recruitment Rebellion

Location:

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

Job Views:

7

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Client Service Administrator - Join a Winning Team!

Are you passionate about making a real difference in clients lives?

We have an exciting opportunity for a talented and energetic Client Service Administrator to join our multi-award-winning team. If you care about financial planning and want to be part of a dynamic, supportive, and growing team, we would love to hear from you!

About the company

Berry & Oak is an award-winning financial planning practice based near Wetherby in West Yorkshire. We're driven by core values of respect, care, integrity, and quality. Our team is dedicated to helping clients achieve their life goals while creating an environment where we can also grow and thrive together. As proud supporters of several charities, were committed to giving back and actively supporting the next generation of talent.

About the role

As a Client Service Administrator, you will be a key player supporting our clients financial planning journeys, providing exceptional service and supporting our Financial Planners to build strong, long lasting relationships with clients. This is a highly collaborative role where you will work closely with our team and clients. Your responsibilities will include:

• Delivering exceptional, personalised service that ensures clients receive a smooth, efficient experience
• Managing client records, preparing important documentation, and maintaining accurate records
• Engaging directly with clients, attending client meetings, providing updates and ensuring their needs are met with the highest standard of care
• Coordinating client administration, including tracking investments, maintaining accurate records, and supporting the execution of financial plans

Why you'll love this role:

• Fully office-based environment: Enjoy a dynamic and collaborative work setting, where you can engage in meaningful face-to-face interactions with both clients and colleagues.
• Being on-site means you'll have immediate access to the team and resources, allowing for faster decision-making and stronger collaboration, ultimately enhancing your professional growth and client service experience.

About you

Were looking for someone who is:

• Experienced: At least 2 years of experience in financial services
• A Team Player: Passionate about exceptional service and working collaboratively
• Organised: Ability to manage a busy workload and prioritise effectively
• Communicative: Strong written and verbal communication skills
• IT Proficient: Comfortable with Microsoft Office Suite and quick to adapt to new software tools
• Detail-Oriented: Accurate and thorough in all aspects of data entry and client documentation.

In addition to a competitive salary, we offer an attractive benefits package:

• Discretionary Bonus Scheme
• Training and Exam Support for career progression
• 27 Days Annual Leave + Bank Holidays + Extra Day for Your Birthday
• Private Health & Mental Health Care Support
• Death in Service Scheme (4x salary)
• We are dedicated to your career development, offering a supportive environment where you can grow professionally while making a tangible difference in the lives of our clients.

How to Apply

Please apply through this link or send your CV and a short covering letter to [emailprotected] explaining why you are interested in the opportunity and why you would be a valuable addition to our team. We believe in building a diverse team that brings unique perspectives. We encourage applications from individuals of all backgrounds.

If you would like to find out more about us, please look at our LinkedIn, Facebook or Instagram pages (by searching for Berry & Oak) or visit the Why work for us page on our website to get more of a feel for our beliefs/thoughts.