Client Services Administrator

TN United Kingdom; York; On-site; GBP 22,000 - 28,000; Full time

Job summary

Join a forward-thinking company as a Client Services Administrator, where you will play a pivotal role in delivering exceptional client service in a dynamic financial planning environment. This position offers a chance to work closely with Financial Planners and Paraplanners, ensuring that clients receive top-notch support and guidance. Your organizational skills and effective communication will be key in managing client relationships and administrative tasks. With a competitive salary and generous benefits, including training support and additional leave for your birthday, this role is perfect for those looking to grow in the financial services sector.

Benefits

Discretionary Bonus Scheme

Exam and Training Support

25 Days Annual Leave

Additional Birthday Holiday

Generous Group Pension Scheme

Private Medical & Health Care Scheme

Qualifications

• Previous office-based experience is preferred but not essential.
• Strong interpersonal and communication skills, both written and verbal.

Responsibilities

• Delivering an outstanding client experience and managing client relationships.
• Co-ordinating administration for clients and ensuring records are accurate.

Skills

Communication Skills

Organizational Skills

Microsoft Outlook

Microsoft Word

Microsoft Excel

Customer Service Skills

Interpersonal Skills

Education

Office-Based Experience

Financial Services Experience

Job description

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We have an excellent opportunity for a Client Services Administrator to join this multi award-winning firm of Chartered Financial Planners in Boston Spa, West Yorkshire.

About the company

Our client is a renowned and independent multi award-winning financial planning practice with a small but highly accredited, highly qualified and dedicated team.

About the role

As Client Services Administrator, you will work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include:

• Delivering an outstanding client experience
• Supporting the Financial Planners in managing client relationships
• Working alongside the Paraplanners to co-ordinate, manage and implement administration for the client including gathering information on existing investments, preparing documents for meetings and making sure client records are up to date and accurate
• Have regular communication with clients, providing them with progress updates
• Co-ordinate all administration during both the client onboarding and delivery process, ensuring that any meeting follow up is actioned

About you

As a Client Services Administrator, you’ll need to be process driven, able to prioritise busy workloads effectively and be a good all-round communicator and you must be / have:

• Previous financial services experience is preferred but is not essential
• Must have previous office-based experience
• Communicate effectively with an excellent telephone manner
• Organise your own day to day activities
• Excellent communication skills; written, verbal and IT literate, Microsoft Outlook (Calendar, Email, Tasks and Contacts) & Microsoft Word & Excel & Internet
• Strong interpersonal and communication skills, both written and verbal
• Have excellent organisational skills with the ability to multitask and prioritise workload effectively
• Reliable, thorough, accurate and pro active
• Have a positive attitude, flexible & helpful
• Confident on the telephone and have friendly rapport, professional telephone manner and great customer service skills
• A willingness to follow business processes and procedures
• The ability to work well under pressure both independently and in a team without supervision

About the rewards

As a Client Services Administrator you will receive an excellent salary of £22,000 to £28,000 per annum depending on experience plus:

• Discretionary Bonus Scheme

• Exam and Training Support to develop skills and gain extra qualifications

• 25 days annual leave in addition to bank holidays

• Additional days holiday for your Birthday

• Generous Group Pension Scheme and Private Medical & Health Care Scheme