Client Support Administrator – Data & Valuations (FinServ)

JohnstonGreer Ltd.; Stirling; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

JohnstonGreer Ltd. is seeking a Client Support Administrator in the pension and investment sector. The role is 100% support with minimal telephone work, delivering data input, client correspondence, and banking tasks within a collaborative team.

£27,000 per year plus benefits and bonus, with scope for growth as the firm continues to expand its advisory services. Experience in a support role and strong organisational skills are essential.

Qualifications

• Experience in a support role across any industry.
• Good organisational skills and ability to work on own initiative.
• Strong teamwork and collaborative approach.

Responsibilities

• Data input and database work.
• Correspondence with clients and providers.
• Investment valuations.
• New business processing.
• Banking and finance tasks.

Skills

Data entry

Client correspondence

Investment valuations

New business processing

Banking tasks

Team player

Job description

JohnstonGreer Ltd. is seeking a Client Support Administrator in the pension and investment sector. The role is 100% support with minimal telephone work, delivering data input, client correspondence, and banking tasks within a collaborative team.

£27,000 per year plus benefits and bonus, with scope for growth as the firm continues to expand its advisory services. Experience in a support role and strong organisational skills are essential.