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Ortus PSR
Fareham
Are you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join a dynamic team in the wealth management sector based in Fareham. Why Apply? This role presents a unique opportunity to join a prestigious wealth management firm committed to enhancing everyone's rel
Job Source: Ortus PSRBrook Street UK
Fareham
We're seeking a dynamic client services administrator. The ideal candidate will possess exceptional communication skills and a knack for troubleshooting and processing tasks efficiently. Role and Responsibilities: - Prioritise customer satisfaction above all else, ensuring exceptional service delivery at all times. - Familiarise yourself with Our C
Job Source: Brook Street UKPremier Group Recruitment
Fareham, England, United Kingdom
Client Services Administrator - up to £32,000 - hybrid working One of our long-standing clients are going through a very exciting period of growth and are looking to add additional Client Services Administrators to their team. Company culture is at the for forefront for everything they do, and they strive on having an amazing office atmosphere. T
Job Source: Premier Group RecruitmentAdept Services Ltd
Langrish
We are looking to recruit a full time Customer Services administrator for a busy maintenance company based in langrish, just outside of petersfield. You will be based full time at their head office, the office is a little difficult to get to using public transport, so ideally you would need your own transport, there is plenty of free parking. Job
Job Source: Adept Services LtdMulberry Recruitment
Petersfield
Customer Service Administrator Location : Petersfield Salary £20,000 - £28,000 My client who are a Chartered Financial Firm are seeking an Customer Service Administratorto join their team. We are looking for candidates who have got experience working within customer services and administration, financial services experience is desirable. Daily Dut
Job Source: Mulberry RecruitmentThe Hyde Group
Chichester
Income Services Administrator Chichester Up to £25,000 Hyde is looking to recruit an Income Services Administrator.Hyde is one of the UK's leading and award-winning providers of affordable homes in London, the South-East, and surrounding areas. We prov...
Job Source: The Hyde GroupABR TALENT LIMITED
Southampton
The Company: A multinational Tech-For-Good supporting global charities. Well established, profitable and growing! Very focussed on personal development and growth. The Opportunity: This leading Tech-For-Good provider are on trajectory to double their client base, and this has prompted the need for an Customer Service Administrator to join the team!
Job Source: ABR TALENT LIMITEDHartley Resourcing
Southampton
We are recruiting for a fantastic opportunity to join a brilliant small business as a Part Time Customer Support Adminstrator where you will be supporting the Customer Service team taking on various responsibilities, from talking to customers via telephone and email, maintaining good relationships with the customers, and dealing with any queries,
Job Source: Hartley ResourcingFareham
We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
The Role
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.
Client Services
· Provide a high level of aftercare to all existing clients;
· Support the advisers with information requests as required;
· Organise and manage campaigns throughout the year to ensure relevant allowances are used;
· Assist with top-ups, transfers and withdrawals;
· Manage the client annual review process;
· Send quarterly valuation reports to all clients;
Data Processing
· Input and update client information into the CRM;
· Generate reports to monitor company performance;
· Develop CRM processes to improve general efficiency;
· Utilise mail merges to contact clients for any unused allowances and annual review reminders;
Ad hoc tasks
• Maintain Continuous Professional Development (CPD) by attending seminars and completing exams
• Complete Management Information (MI)
• Internal and external file checks. Submit files to review from the advisers to our compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file
• Use our compliance help desk to keep up to date with any regulation
The Candidate
Essential experience and qualifications:
· A degree-level education or previous work experience in an office environment to a high standard
We need a bright, organised and hardworking individual who can demonstrate:
· Impeccable attention to detail
· Very good written communication skills
· Engaging and professional telephone manner
· Time management and the ability to multi task is essential
· A systematic and methodical approach to tasks
· IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)
· Numeracy skills
· A hardworking and positive attitude
· A good team player
This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change.
If you are interested in applying for this role then please submit a copy of your CV to Josie at Artemis Recruitment.
Client Services Administrator jobs in Fareham
ⓘ There was an unexpected error processing your request.
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