Client Services Administrator - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 35,000 - 42,000; Full time

Job summary

A leading company in London is seeking a Client Services Administrator. The role involves providing top-tier administrative support, ensuring compliance, and managing client interactions. Ideal candidates should be detail-oriented, proactive, and possess strong organisational skills. This is an excellent opportunity for those looking to develop their career in a client-focused environment.

Qualifications

• Experience in a client services or administrative role preferred.
• Excellent communication skills.
• Ability to work under pressure and meet tight deadlines.

Responsibilities

• Gathering data and preparing client valuations monthly.
• Liaising with product providers for plan information and client reviews.
• Maintaining the client management system and ensuring compliance.

Skills

Attention to detail

Organisation

Ability to prioritise

Proactivity

Team player

Business awareness

Job description

Type of Position: Client Services Administrator - London
Pay: £35k - £42k

Client Services Administrator - London

Our client in London is looking for a Client Services Administrator to join their busy firm. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.

• Excellent attention to detail
  
• Highly organised, methodical, disciplined
  
• Able to prioritise
  
• Proactive approach
  
• Able to work under pressure and to tight timescales
  
• Team player and able to work under own initiative
  
• Enquiring mindset
  
• Flexible, driven and determined
  
• Business and commercial awareness
  
  

Specific Tasks / Responsibilities:

Administrative:

o Gathering data and preparing client valuations each month;

o Liaising with product providers to obtain plan information, illustrations, and other details, as required (for new clients and existing);

o Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports;

o Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting;

o Ensuring client management system is kept up to date by inputting client data into back-office system (currently Adviser Office);

o Ensuring client files are up to date, complete and tidy (and include current AML documentation);

o Ensuring reports are bound and dispatched to clients in a timely manner; and

o Managing the team diary for client and prospect meetings and supporting meeting preparation as required.

o Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures

o Gaining an understanding of and adhering to the ethos, culture, and purpose of the Company

o Undertake appropriate professional development and training

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