Client Services Specialist - Wealth Management

Burgh Recruitment Ltd (Financial Services); Cheltenham; On-site; GBP 21,000 - 27,000; Full time

Job summary

St. James’s Place Partner Practice is seeking a Client Services Administrator in Cheltenham to become the go-to contact for clients and third parties, providing high-level administrative support and managing client data with Salesforce.

You will submit new business, coordinate pension transfers and fund switches, and ensure timely processing of all activities. The role emphasizes strong IT and communication skills, organisation, discretion, and the ability to work with minimal supervision while

Qualifications

• Experience in Financial Services, ideally with a St. James's Place Partner Practice.
• Excellent IT and communication skills; highly organised and resilient.
• Salesforce CRM experience preferred.

Responsibilities

• Be the ‘Go To' person for clients and third parties, handling 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
• Processing all business within agreed timescales
• Setting up the clients' annual reviews, preparing all pre-meeting documentation and producing review letters
• Managing Salesforce and keeping all client details up to date

Skills

IT skills

Communication skills

Organisational skills

Decision making

Customer service

Tools

Salesforce CRM

Job description

St. James’s Place Partner Practice is seeking a Client Services Administrator in Cheltenham to become the go-to contact for clients and third parties, providing high-level administrative support and managing client data with Salesforce.

You will submit new business, coordinate pension transfers and fund switches, and ensure timely processing of all activities. The role emphasizes strong IT and communication skills, organisation, discretion, and the ability to work with minimal supervision while