Frontline Client Support & Admin Specialist

Raymond James; Chelmsford; On-site; GBP 24,000 - 32,000; Full time

Job summary

Raymond James in the United Kingdom is seeking an administrative and operational support professional to assist Wealth Managers and clients, ensuring a seamless service experience. You will be the first point of contact for inquiries, own requests, resolve issues promptly, and support essential administrative processes.

This is a 12-month fixed-term contract offering a dynamic, client-focused environment with opportunities to contribute to service excellence and team collaboration.

Qualifications

• GCSEs Maths and English.
• Previous experience in an administrative or customer support role.
• Experience in a client-focused environment is desirable.

Responsibilities

• Monitor and manage multiple shared inboxes, prioritising workloads and ensuring tasks are completed accurately and on time.
• Support client and account onboarding activities where required.
• Manage the Client Support helpline and inbox, assisting clients with online systems and escalating issues when necessary.
• Support branch offices with activation and administration of Client Access user accounts.
• Administer the Wealth Manager Support inbox, responding to operational, procedural, reporting, and administrative enquiries.
• Take ownership of Wealth Manager queries, driving timely resolutions and delivering an excellent service experience.
• Assist Wealth Managers with escalated enquiries and service-related issues.
• Maintain records, documentation, and audit trails in line with regulatory and compliance requirements.
• Identify and escalate potential risks in accordance with company policies and procedures.
• Provide a professional, responsive, and high-quality service to internal and external stakeholders.
• Support the wider team with additional administrative responsibilities.

Job description

Raymond James in the United Kingdom is seeking an administrative and operational support professional to assist Wealth Managers and clients, ensuring a seamless service experience. You will be the first point of contact for inquiries, own requests, resolve issues promptly, and support essential administrative processes.

This is a 12-month fixed-term contract offering a dynamic, client-focused environment with opportunities to contribute to service excellence and team collaboration.