Client Services Administrator

Burgh Recruitment Ltd (Financial Services); Cheltenham; On-site; GBP 21,000 - 27,000; Full time

Job summary

St. James’s Place Partner Practice is seeking a Client Services Administrator in Cheltenham to become the go-to contact for clients and third parties, providing high-level administrative support and managing client data with Salesforce.

You will submit new business, coordinate pension transfers and fund switches, and ensure timely processing of all activities. The role emphasizes strong IT and communication skills, organisation, discretion, and the ability to work with minimal supervision while

Qualifications

• Experience in Financial Services, ideally with a St. James's Place Partner Practice.
• Excellent IT and communication skills; highly organised and resilient.
• Salesforce CRM experience preferred.

Responsibilities

• Be the ‘Go To' person for clients and third parties, handling 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
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information for Pension Transfer cases
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• Processing all business within agreed timescales
• Setting up the clients' annual reviews, preparing all pre-meeting documentation and producing review letters
• Managing Salesforce and keeping all client details up to date

Skills

IT skills

Communication skills

Organisational skills

Decision making

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.

You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role: Client Services Administrator

• 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
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information for Pension Transfer cases
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• You will be processing all business within agreed timescales
• 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 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 Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
• 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 £240.8bn. 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.