Wealth Management Administrator

Marstep Resourcing Solutions; Chester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services organization in Chester is seeking a Client Services Administrator to deliver exceptional client care. The role involves processing new business, maintaining client relationships, and supporting enquiries. It requires outstanding communication and problem-solving skills, as well as the ability to work well under pressure. This opportunity promises professional development in a rewarding environment.

Qualifications

• Excellent communication skills for client interaction.
• Ability to listen and understand client needs.
• Strong problem-solving capabilities.
• Confidence and tact in handling difficult situations.
• Creativity to propose improvements in service standards.
• Organisational skills to manage customer service policies.

Responsibilities

• Provide first-class client care for business clients.
• Process new business per company procedures.
• Maintain relationships with clients to enhance company profile.
• Handle client communications and queries effectively.
• Support on-boarding of new clients and maintain review communications.

Skills

Communication skills

Listening skills

Problem-solving skills

Confidence and patience

Creative thinking

Organisational skills

Job description

This is a great opportunity to work for a fantastic financial services organisation where you will have the opportunity to develop a worthwhile career.

The Role

The role of the Client Services Administrator is to provide first class client care for clients of the business.

Key Responsibilities and Outputs

• Processing of new business following all company procedures and processes
• Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its client and community
• Deal with new and existing client communications and queries
• Supporting and dealing with new enquiries
• Supporting and dealing with existing client enquiries
• Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
• Continuous professional development to meet personal development needs

Nature and scope of responsibilities

• Reports to: Client Services Manager/Operations Manager
• The role holder will have primary responsibility for:
• Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
• Supporting the on-boarding of new clients into the business
• Maintaining existing client review communications
• Working within the Client Services team to support and deal with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained
• Supporting the delivery of and achievement of the client service standards
• Client continual improvement feedback communications and maintenance
• Individual workflow and task delivery

Skills

• Communication skills that allow you to inform, help and advise clients clearly and to liaise effectively with other professionals
• Listening skills, to understand exactly what clients require
• Problem-solving skills
• Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations
• Creative thinking, to be able to come up with new ideas to improve customer service standards
• An ability to work well under pressure
• Organisational and planning skills to develop customer services policies
• Good personal presentation, especially when working with clients face to face
• A commitment to improve your own customer service skills on an ongoing basis

The role holder will keep up to date with legislative and industry changes which affect the business and its clients.

This is a great opportunity to work for a fantastic financial services organisation where you will have the opportunity to develop a worthwhile career.