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