Financial Services Administrator

de Mellow & Co; Cambridgeshire and Peterborough; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Client Servicing professional to join their dynamic team. This role focuses on providing exceptional client administration and support, ensuring smooth communication between clients and advisers. The ideal candidate will thrive in a fast-paced environment, showcasing strong communication skills and a proactive approach to problem-solving. With opportunities for personal and professional growth, this position offers a chance to make a meaningful impact in a supportive and client-centric atmosphere. If you are passionate about delivering excellent service and eager to develop your career in finance, this could be the perfect opportunity for you.

Qualifications

• Previous client service experience in a professional environment is essential.
• Ability to adopt new changes and share ideas confidently.

Responsibilities

• Responding to client queries via phone and email.
• Updating client information in Salesforce and booking meetings.
• Supporting advisers in client servicing activities.

Skills

Communication Skills

Organizational Skills

Proactive Problem Solving

Client Service Skills

Teamwork

Self-Motivation

Tools

Salesforce

Job description

de Mellow & Co is a Chartered Financial Practice of St. James’s Place Wealth Management. The practice has approximately 1,800 clients and is responsible for providing financial planning advice and managing their funds under management.

de Mellow & Co pledge to The Corporate Chartered Ethos of:

• Nurturing knowledge to support standards of financial advice
• Prioritise client centricity to drive professionalism
• Serve society to build public trust and awareness

de Mellow & Co. is committed to providing employees a place to progress in their careers. The practice supports its team members through formal qualifications and/or personal development goals.

The Role

The Client Servicing team is accountable for all client administration and servicing activity. The team's tasks can vary from meeting arrangements to follow-up meeting notes, new business processing, transfer requests, and more complex servicing transactions.

The key responsibilities include:

• Responding to new/existing client queries received via phone and email.
• Updating the Salesforce system with all appropriate information (including the creation of client records).
• Booking client meetings and completing appropriate meeting preparation.
• Actioning meeting notes provided by the adviser and, where appropriate, any follow-up actions.
• New business processing and business submission.
• Support all advisers in client servicing activities.
• Completion of all tasks allocated via Salesforce, including ad hoc tasks.
• Preparation and follow-up on regular client reviews.
• Recording and processing of client gifts under the referrals process.

The Person

This role is client-facing but ultimately a key support function to the advice process at de Mellow & Co., interacting with clients, advisers, the paraplanning team, St. James’s Place Administration teams, and third-party providers.

The required skills and behaviours for this role include:

• Strong written and verbal communication skills at all levels
• Highly organised and efficient with their workload
• Proactive and solutions-focused
• Ability to prioritise their workload
• Excellent client service skills regardless of communication method
• Driven to achieve personal and professional goals as well as the company vision
• Works well as part of the team but can also be self-motivated
• Approachable and friendly during all interactions with different departments

Required Experience & Knowledge

• Previous client service experience in a professional environment is essential.
• To be able to adopt new changes and have the confidence to share ideas

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales