Client Services Administrator

Confidential; Cheltenham; On-site; GBP 21,000 - 26,000; Full time

Job summary

St. James's Place in Cheltenham is seeking a Client Services Administrator to join a proactive partner practice serving professionals and private clients. You will handle client enquiries, chase providers for funds, and support annual reviews using Salesforce CRM.

The ideal candidate is professional, highly organized, and discreet, with good IT and communication skills, and a can-do attitude. Training in Salesforce may be provided; the role offers a highly competitive salary plus discretionary

Qualifications

• Positive, professional individual with initiative and a can-do attitude.
• Experience in a professional office environment with administration support.
• Excellent IT and communication skills; highly organized and resilient.
• Ideally Salesforce CRM experience.
• Self-starter able to work with little supervision.
• Confident dealing with clients and third parties with discretion; training possible.

Responsibilities

• Be the go-to person for clients and third parties, handling enquiries and chasing funds/info.
• Provide high-level admin support with excellent customer service to clients.
• Set up annual reviews and prepare pre-meeting documentation and review letters.
• Manage the CRM (Salesforce) and keep client details up to date.

Skills

Salesforce CRM

IT Skills

Communication

Organization

Discretion

Self-starter

Customer Service

Tools

Salesforce CRM

Job description

Client Services Administrator
Location: Cheltenham (GL53)
Salary: Highly Competitive + Discretionary Bonus
Hours: Full time

An excellent opportunity has arisen for a professional Client Services Administrator to join this friendly and proactive St. James s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

The Role: Client Services Administrator

The role offers variety and challenge, including but not limited to:

• You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• You will be setting up the clients' annual reviews, preparing all pre-meeting documentation and be able to produce the review letters
• You will be responsible for managing the CRM database (Salesforce) and keeping all client details up to date

The Person: Client Services Administrator

• This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can do working style
• You have been working in as professional office environment for several years, and have good all-round experience of a adminstration support role
• You have excellent IT and communication skills, are highly organised, resilient and can make decisions
• Ideally, you will have used the Salesforce CRM system
• You are a self-starter and able to work with little or no supervision
• Most importantly, you are confident in dealing with Clients and third parties with total discretion
• You will ideally have previous experience but training in some of these areas can be provided.

St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £242.44bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.