Client Services Administrator & Wealth Management

Michael Page (UK); City Of London; On-site; GBP 60,000 - 80,000; Part time

Job summary

A financial services company in London is seeking a Client Advisor Administrator for wealth and cash management. This role involves providing administrative support, managing client accounts, and ensuring data accuracy. Key qualifications include Salesforce CRM experience and strong organisational skills. The position offers a daily rate of GBP 150, presenting an excellent opportunity for skill enhancement in a collaborative environment.

Benefits

Daily rate of GBP 150

Supportive team environment

Temporary role with skill enhancement opportunities

Qualifications

• Previous experience in banking or financial services is beneficial.
• Salesforce CRM experience is desirable.
• Knowledge of compliance and regulatory standards in financial services.

Responsibilities

• Provide administrative support to the wealth and cash management team.
• Day-to-day administrative input/updates to client accounts via Salesforce CRM.
• Assist in managing client accounts and ensuring accurate record-keeping.
• Coordinate and process client documentation efficiently.
• Support the team with compliance and regulatory requirements.
• Respond to client enquiries in a professional manner.
• Ensure data integrity across all platforms.
• Prepare reports and summaries for management review.

Skills

Strong organisational skills

Attention to detail

Communication skills

Tools

Salesforce CRM

Financial software

Job description

About Our Client

The employer is a small-sized organisation within the financial services industry, specialising in providing tailored solutions for wealth and cash management. The team is committed to delivering excellent service and innovative financial solutions.

Job Description

• Provide administrative support to the wealth and cash management team.
• Day-to-day administrative input/updates to client accounts via Salesforce CRM system.
• Assist in managing client accounts and ensuring accurate record-keeping.
• Coordinate and process client documentation efficiently.
• Support the team with compliance and regulatory requirements.
• Respond to client enquiries in a professional and timely manner.
• Ensure data integrity across all systems and platforms.
• Collaborate with internal teams to enhance client satisfaction.
• Prepare reports and summaries for management review.

The Successful Applicant

A successful Client Advisor Administrator - Wealth & Cash Management should have:

• Previous experience in banking or financial services is beneficial.
• Salesforce CRM experience is desirable.
• Strong organisational skills with attention to detail.
• Proficiency in handling administrative tasks and client accounts.
• Knowledge of compliance and regulatory standards in financial services.
• Ability to communicate clearly and professionally.
• Competency in using financial software and databases.

What's on Offer

• Daily rate of GBP 150/day
• Temporary role with potential for skill enhancement.
• Opportunity to work in a reputable London-based financial services company.
• Supportive and collaborative team environment.

If you are ready to take the next step in your career, apply now to join the team as a Client Advisor Administrator - Wealth & Cash Management in London.