Client Services Support Administrator - St Albans

TN United Kingdom; St Albans; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-established financial services firm near St Albans is looking for a Client Services Support Administrator. This role involves supporting senior management and financial advisers, providing excellent client service, and managing client information. Ideal for candidates interested in starting a career in financial services, this position offers full training and a friendly team environment.

Qualifications

• Degree-level education or equivalent office experience required.
• Bright, organised, and hardworking individual sought.
• Advanced IT skills (Word, Excel) and quick learner needed.

Responsibilities

• Provide high-quality aftercare to all existing clients.
• Input and update client information in the CRM.
• Assist with top-ups, transfers, and withdrawals.

Skills

Excellent written communication skills

Professional telephone manner

Strong time management

Multitasking skills

Systematic approach

Advanced IT skills

Positive attitude

Team spirit

Education

Degree-level education or equivalent office experience

Job description

Client Services Support Administrator - St Albans

We are seeking a client services administrator to join a well-established financial services firm near St Albans. You will work closely with senior paraplanners and financial advisers to support the existing client bank and assist in onboarding new clients.

The Role

Joining the client services team, you will receive full training to understand the firm's operations and client management. You will support senior management, paraplanners, and financial advisers across all business areas.

Client Services

• Provide high-quality aftercare to all existing clients
• Support advisers with information requests
• Organise and manage campaigns to ensure relevant allowances are utilised
• Assist with top-ups, transfers, and withdrawals
• Manage the client annual review process
• Send quarterly valuation reports to clients

Data Processing

• Input and update client information in the CRM
• Generate reports to monitor performance
• Improve CRM processes for efficiency
• Use mail merges for client communication regarding allowances and reviews

Ad hoc tasks

• Maintain CPD through seminars and exams
• Conduct internal and external file checks, review files for compliance
• Stay updated with regulations via the compliance help desk

The Candidate

Essential qualifications and experience:

• Degree-level education or equivalent office experience

We seek a bright, organised, and hardworking individual with:

• Excellent written communication skills
• Professional telephone manner
• Strong time management and multitasking skills
• Systematic and methodical approach
• Advanced IT skills (Word, Excel) and quick learner
• Positive attitude and team spirit

This is a great opportunity to join a friendly team committed to excellent client service. Ideal for someone interested in financial services, seeking to start or change careers.