Client Services Support Administrator

Service Service Employment Agency Limited; Norwich; On-site; GBP 24,000 - 29,000; Full time

Job summary

An established industry player in Norwich is seeking a dedicated Client Service Support Administrator to enhance their Client Services team. This role is pivotal in delivering exceptional administrative support to Wealth Managers, ensuring that client interactions are seamless and efficient. You will be responsible for maintaining accurate client records, managing inquiries, and fostering strong relationships with clients and partners. The ideal candidate will possess excellent communication and organizational skills, thrive in a team environment, and demonstrate a commitment to providing outstanding service. This position offers a competitive salary and a comprehensive benefits package, along with opportunities for professional development and career advancement.

Benefits

Free Parking

Life Cover

Pension

Private Medical Insurance

Support for Industry Qualifications

Qualifications

• Experience in client services support within a financial environment.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Provide first-class administration and support to Wealth Managers.
• Maintain accurate client records and build strong client relationships.

Skills

Communication Skills

Interpersonal Skills

Organizational Skills

Problem-Solving Skills

Team Player

Time Management

Tools

Intelliflo Office

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

My client is a well-established IFA practice based in the heart of Norwich city, offering bespoke advice to both corporate and private clients. My client is seeking an experienced Client Service Support Administrator (Financial Services Administrator) to join their team. This is a key role within the Client Services department, where you will take the lead in supporting designated Wealth Managers / Financial Planners in their capacity to provide holistic Financial Planning Advice, whilst meeting their administrative needs.

The Role

• Under the direction of the Head of Client Services, the role’s purpose is to provide first-class administration and support, ensuring the completion of work is wholly accurate and timely whilst ensuring the service our clients receive is exemplary.
• Maintain client records, ensuring they are accurate and up to date using iO systems.
• Build excellent working relationships with clients, prospects, introducers and platform providers whilst often being the first port of call for clients, particularly when the Wealth Manager is not available.
• Assisting Wealth Manager/Financial Planner with their administration of clients including handling enquiries, logging queries, and providing effective follow-ups to both Wealth Managers / Financial Planners and their clients.

My client is looking for

• You will be self-motivated, accountable, and committed with excellent team player skills.
• You will hold strong communication skills both written and verbal.
• You will hold excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships.
• You will be a good team player with the ability to work on your own without constant supervision.
• You will hold a good understanding of a Client Services environment including dealing with administrative complex cases.
• You will have experience of working in a client services support role in a financial environment.
• You will have strong organisational, prioritisation and delegation skills with good time management and flexibility in work approach.
• You will be highly numerate with excellent problem-solving skills and consistently solutions-focused.
• You will be a strong team player, fostering strong working relationships across teams and other departments.
• You will have excellent IT skills, particularly in Excel, Word, Outlook, and PowerPoint.
• You will have good working knowledge and experience of using Intelliflo Office system.

What my client can offer

• A competitive salary of up to £29,000.00 dependent on experience.
• An excellent and competitive benefits package including free parking, life cover, pension, and private medical insurance as well as support in achieving industry recognised qualifications (a full comprehensive list is available upon application).
• A supportive, fast-paced working environment with opportunities to contribute to the company’s success.
• Development pathways into more technical roles as opportunities arise.