Client Services Specialist - Financial Services Admin

Confidential; Corsham; Vor Ort; GBP 30.000 - 40.000; Vollzeit

Zusammenfassung

St. James s Place Partner Practice in Corsham is seeking a Financial Services Administrator to support advisers and clients with professional administrative service.

You will handle enquiries, fund transfers, and new business submissions using bespoke software, while maintaining data in Salesforce and delivering timely responses. The role offers office-based work, training through the SJP Accreditation framework, and opportunities to grow within the practice.

Qualifikationen

• Experience in financial services is preferred.
• Strong IT and communication skills, highly organised.
• Ability to work with little supervision and take initiative.
• Confidential handling of client information and data.

Aufgaben

• Go-To person for clients and third parties for general enquiries and chasing providers for funds/information.
• Provide high level administrative support with excellent customer service to clients of the Practice.
• Submit new business and fund transfers using bespoke software.
• Send out correspondence and request information for Pension Transfer cases.
• Carry out fund switches and financial calculations using specific systems and processes.
• Process all business within agreed timescales.
• Manage Salesforce and keep all client details up to date.

Kenntnisse

Customer service

Administrative experience

Communication skills

Tools

Salesforce CRM

Bespoke software

Jobbeschreibung

St. James s Place Partner Practice in Corsham is seeking a Financial Services Administrator to support advisers and clients with professional administrative service.

You will handle enquiries, fund transfers, and new business submissions using bespoke software, while maintaining data in Salesforce and delivering timely responses. The role offers office-based work, training through the SJP Accreditation framework, and opportunities to grow within the practice.