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Client Services Administrator

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 relationship with their wealth. With a focus on excellence and customer service, our client offers a supportive and fulfilling work environment.

Key responsibilities include:

Putting the customer at the forefront of all interactions

Familiarizing yourself with the company's values and offerings

Efficiently onboarding new clients and servicing existing ones

Cultivating strong relationships with clients, advisers, and paraplanners

Contributing positively to team dynamics and morale

Communicating effectively with clients via various channels

Willingness to engage in occasional business projects

The ideal candidate will possess:

Experience in a financial planning environment

Knowledge of investment products such as ISAs, Pensions, and Bonds

Proficiency in using CRM systems

Ability to challenge existing processes constructively

Strong passion for delivering exceptional customer service

Self-driven attitude towards personal development

CII or RO part-qualified preferred

Company Benefits:

Hybrid working – 2 days in the office and 3 from home

28 days' holiday (plus bank holidays)

Life assurance

Income protection

Pension scheme

Access to our flexible benefits platform

Vibrant company culture focused on both work and fun

Apply

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Client Services Administrator jobs in Fareham

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