Client Service Administrator 16868TW

JR United Kingdom; Slough; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company is seeking a Client Services Administrator for its Slough office. This permanent role involves interacting with clients and managing financial services workflows, with a possibility of hybrid working. Candidates should have relevant experience in Wealth Management or Financial Services and be willing to enhance their qualifications.

Qualifications

• Experience in Wealth Management or Financial Services.
• Willingness to complete CII exams.
• Proficient with Salesforce and IT literate.

Responsibilities

• Updating Confidential Financial Reviews.
• Processing Letters of Authority.
• Responding to Client Inquiries.

Skills

Salesforce

Wealth Management

Financial Services

MS Outlook

Excel

PowerPoint

Word

Education

CII qualifications

Job description

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Client Service Administrator 16868TW, slough

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Client:

Barbara Houghton Associates Limited

Location:

slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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

• Complete fund switches and send fund switch letters

• 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.