Financial Services Administrator - Client & CRM Specialist

St. James's Place Wealth Management; Risby; On-site; GBP 22,000 - 27,000; Full time

Benefits offered by this job

Collaborative working environment

Skill development opportunities

Team support and progression

Job summary

St. James's Place Wealth Management is seeking an Administrator in Risby, near Bury St Edmunds. This full-time role supports a busy office with varied duties, including managing client databases, submitting new business, and coordinating communications.

Training and development are offered within a collaborative team environment. The role emphasizes strong customer service, attention to detail, and the ability to handle confidential information with discretion.

Qualifications

• Experience in administrative or office-support roles would be advantageous.
• Strong customer service skills and ability to build professional client relationships.
• Excellent attention to detail and organisational skills.

Responsibilities

• Provide high-level administrative support and customer service to clients.
• Submit new business using bespoke software.
• Send out correspondence and requests for information.
• Manage client database and diary for Advisors.
• Prepare information for clients' annual reviews.
• Maintain the CRM (Salesforce) and keep client details up to date.
• Coordinate with admin teams to ensure compliant processes within timescales.
• Open to progression as knowledge grows.

Skills

Customer service

Organization

Attention to detail

Problem solving

Communication

Tools

Microsoft Word

Microsoft Excel

Salesforce CRM

Job description

St. James's Place Wealth Management is seeking an Administrator in Risby, near Bury St Edmunds. This full-time role supports a busy office with varied duties, including managing client databases, submitting new business, and coordinating communications.

Training and development are offered within a collaborative team environment. The role emphasizes strong customer service, attention to detail, and the ability to handle confidential information with discretion.