Client Services Administrator

St. James's Place Wealth Management; Cheltenham; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

St. James’s Place Wealth Management is seeking a Client Services Administrator in Cheltenham to join a professional team serving Professionals, Private Clients, Business Owners and Retirees.

You will handle enquiries, support client reviews, and process new business and fund transfers using bespoke software while ensuring high levels of service and discretion.

Qualifications

• Experience in Financial Services, ideally with a St. James's Place Partner Practice.
• Excellent IT and communication skills.
• Organised and able to work with little supervision.
• Confident dealing with clients and third parties with discretion.
• Salesforce CRM experience preferred.

Responsibilities

• Be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information.
• Provide a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
• Submit new business and fund transfers using bespoke software.
• Send out correspondence and request detailed information for Pension Transfer cases.
• Carry out fund switches and financial calculations for clients using specific systems and processes.
• Process all business within agreed timescales.
• Set up clients' annual reviews, prepare all pre-meeting documentation and produce the review letters.
• Manage Salesforce and keep all client details up to date.

Skills

Customer service

IT skills

Communication skills

Salesforce CRM

Financial services knowledge

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

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


• 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.