Client Service Administrator

Barbara Houghton Associates; City Of London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading company is seeking a Client Services Administrator to join their team in London. This role involves updating financial reviews, managing client inquiries, and utilizing Salesforce as part of a dynamic team. The position may offer hybrid working conditions and requires relevant experience in the wealth management sector.

Qualifications

• Relevant experience in Wealth Management or Financial Services is required.
• Willingness to complete relevant CII exams.
• Strong IT skills including proficiency in Salesforce and MS Office.

Responsibilities

• Update Confidential Financial Reviews and process Letters of Authority.
• Oversee incoming funds and manage workflow through Salesforce.
• Respond to Client inquiries and manage administrative processes.

Skills

Proficient in Salesforce

Highly IT literate

Advanced MS Outlook

Advanced Excel

Advanced PowerPoint

Advanced Word

Education

Willingness to complete CII exams

Experience in Wealth Management

Experience in Financial Services

Job description

Our client is seeking a Client Services Administrator to join their team on a permanent basis. Hybrid working maybe an option.

Responsibilities include (but not limited to):
• Updating Confidential Financial Reviews input/updating
• Letter of Authority processing and chasing
• Oversee incoming funds
• Complete fund switches and send fund switch letters
• Pipeline review
• Respond to Client Inquiries (Technical and administrative)
• Manage workflow through Salesforce and Business Trackers
• Manage Outsourced Letter of Authority Process
• Manage Outsourced Administrative processes
• Continuous development towards AWM role

Skills and experience:
• Relevant experience in Wealth Management or Financial Services
• Willingness to complete CII exams
• Proficient in the use of Salesforce software
• Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills

For more information please send CV in to Tony Ward quoting job reference 16868TW

Send me alerts about jobs like this.

Please enter your email address to continue setting up an email alert for similar jobs to this one. By entering your email address and clicking apply you will sign up to Jobs4 and agree to our terms and conditions .

Job Overview

ID:

1597586

Date Posted:

Posted 1 day ago

Expiration Date:

05/08/2025

Location:

City Of London

Competitive

Send me alerts about jobs like this.

Please enter your email address to continue setting up an email alert for similar jobs to this one. By entering your email address and clicking apply you will sign up to Jobs4 and agree to our terms and conditions .

Share

Complete the form below to send this job to a friend.

Job Location

Complete the form below to report this job.