Client Administrator
New Today
My client is based in the heart of Manchester city centre. They are looking for an experienced Client Administrator to provide comprehensive support to their Client Advisors. This role is pivotal in ensuring the seamless execution of service to their clients and administrative operations. Key Accountabilities
To proactively assist Client Advisors with the management of clients wealth in line with their aspirations and risk appetite
Provide support for client meetings, for example, preparation of meeting packs, attending meetings where required and taking ownership of post meeting actions e.g. payments
Contact clients as requested by the Client Advisors, by telephone, letter or in person in order to ensure client's needs are met, including arrangement of meetings, annual reviews and similar activities
To provide, as necessary, support in responding to client queries
To maintain client files and records through standing data amendments including new client set-up and deletion
Answering client calls and queries professionally
As required, to liaise with the operations and administration units on behalf of the team
To prepare, check and dispatch client valuation records, either screen based or in hard copy, as required to maintain accuracy and in accordance with regulatory requirements
If requested, to assist in all projects expected on the team. To assist ...
- Location:
- Manchester
- Salary:
- £28,000 - £35,000 per annum
- Category:
- Admin, Office, Secretarial & PA