Client Services Administrator

Bell Cornwall; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Services company seeks a Client Services Administrator to join their expanding team. This role involves liaising with clients, maintaining documentation, and handling financial transactions. Ideal candidates will have experience in Financial Services and strong communication skills, committed to client satisfaction.

Qualifications

• 2+ years experience at an IFA Practice highly desirable.
• Experience in Financial Services essential.
• Excellent written and verbal communication skills.

Responsibilities

• Liaise with internal and external parties as first contact for clients.
• Update and maintain all supporting documentation.
• Prepare platform withdrawals and respond to customer queries.

Skills

Communication

Job description

Client Services Administrator

Job Reference: a8b2439fb812

Bell Cornwall Recruitment’s client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company-wide expansion!

Please view the details of this Client Services Administrator role below:

The Role:

1. Liaise with internal and external parties - first point of contact for clients
2. Update and ensure all supporting documentation is maintained
3. Oversee management of annual reviews and portfolio reviews
4. Prepare platform withdrawals, fund switches, and transactions for approval
5. Respond to customer queries with standard letters or draft relevant responses

The Ideal Candidate:

1. 2+ years experience at an IFA Practice (Highly Desirable)
2. Experience in Financial Services (Essential)
3. Excellent communication skills, both written and verbal
4. Professional presentation
5. Long-term commitment to a client services role