Client Support Administrator

St. James's Place Wealth Management; Manchester; On-site; GBP 28,000 - 30,000; Full time

Job summary

A leading Wealth Management company in Manchester is seeking a Client Support Administrator to handle various administrative tasks and support colleagues and clients. The ideal candidate will have experience within Financial Services, strong customer service skills, and proficiency in Microsoft Office. This role offers a collaborative environment with opportunities for development and a competitive salary.

Benefits

Collaborative working environment

Opportunities for skill enhancement

Joining a motivated team

Qualifications

• Proven work experience as an Administrator within Financial Services.
• Excellent customer service and ability to build rapport.
• Strong attention to detail and problem-solving skills.
• Good time management and planning capabilities.
• Confidence in dealing with colleagues and third parties.

Responsibilities

• Handle administrative tasks supporting colleagues and clients.
• Manage key data for reports and portfolio reviews.
• Address enquiries and correspondence from clients and providers.
• Manage client database and diary management.
• Process new business and liaise with admin teams.

Skills

Customer service

Attention to detail

Problem solving

Time management

Microsoft Excel

Microsoft Word

Job description

Client Support Administrator
Location: Spinningfields, Manchester
Salary: GBP28,000 - GBP30,000 per year (experience dependent) + bonus.

Are you an enthusiastic Client Support Administrator eager for your next role with a vision to make a stamp on the business? Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

The Rewards:

• Collaborative working environment
• The chance to extend your skills and experience
• Joining a motivated team that works hard to make a success of this Practice.

The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

The Role: Client Support Administrator

• You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• You will manage and collate key data for reports and portfolio reviews
• Dealing with enquiries and correspondence from clients and providers
• Managing the database of clients and diary management for the Partner and Advisors
• You will be processing new business and liaising with SJP admin teams
• Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person: Client Support Administrator

To be considered for this role you will need:

• Proven work experience as an Administrator within Financial Services is required. St. James's Place experience is desirable but not essential
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong attention to detail and be able to problem solve and think on your feet
• Good time management and planning skills
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs
• It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of GBP198.5bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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