Client Service Administrator 16868TW

JR United Kingdom; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm is seeking a Client Services Administrator to join their team in London. This permanent role offers hybrid working options and involves managing client inquiries, updating financial reviews, and using Salesforce. Ideal candidates will have experience in Wealth Management and be proficient in relevant software.

Qualifications

• Relevant experience in Wealth Management or Financial Services.
• Willingness to complete CII exams.
• Proficient in Salesforce software.

Responsibilities

• Updating Confidential Financial Reviews.
• Processing Letter of Authority and managing inquiries.
• Managing workflow through Salesforce and Business Trackers.

Skills

Wealth Management

Financial Services

Salesforce

MS Outlook

Excel

PowerPoint

Word

Job description

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Client Service Administrator 16868TW, London

Client: Barbara Houghton Associates Limited

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Details

Job Views: 1

Posted: 25.05.2025

Expiry Date: 09.07.2025

Job Description

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

Responsibilities include (but are not limited to):

1. Updating Confidential Financial Reviews input/updating
2. Letter of Authority processing and chasing
3. Complete fund switches and send fund switch letters
4. Respond to Client Inquiries (Technical and administrative)
5. Manage workflow through Salesforce and Business Trackers
6. Manage Outsourced Letter of Authority Process
7. Manage Outsourced Administrative processes
8. 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 your CV to Tony Ward quoting job reference 16868TW.