Wealth Management Administrator

3 Days Old

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 fr...
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Location:
Oswestry
Salary:
£28,000 - £33,000 /annum + excellent benefits + career path
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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