Client Services Administrator

Location Esher
Discipline: Financial Services
Job type: Permanent
Salary: ££20-22k
Contact name: Samanth Ainslie

Contact email:
Job ref: REF: 6915
Published: 5 months ago
Expiry date: 11 Apr 2022 00:59

​A great new role working in for a leading independent financial organisation is now available. We are looking to hire the services of an individual who considers themselves to be a great communicator, with colleagues but also when delivering an excellent service to the customer's of the business. You will be joining a reputable firm with a fantastic status in the market, you will be guided and mentored by some of the companies key personnel and will be responsible for managing the expectations of each client within your portfolio.

The business has developed an excellent pedigree and has evolved as a firm who give sound, trusted advice to their client base. They are held in high regard due to their unwavering dedication and ability to put the client first. If you want to work for a company who value their people and their custom, then this could be the role for you.

The aim of the role is to provide key administrative support to the team, in terms of processing financial planning and investment paperwork. You will also be required to manage relationships with third parties and at all times you will be required to keep up the high standards of customer service. Other key duties will include such tasks as, invoicing, scheduling appointments, conference call booking and replying to emails.

This is the perfect opportunity for a candidate who has a genuine interest within the sector and who perhaps would like the career opportunity of learning and developing within the world of Financial Services and Investments.

Some key responsibilities:

  • Presenting a professional and friendly persona when meeting and greeting external clients

  • Handling incoming and outgoing communications in a professional and timely manner

  • Scheduling appointments and conference calls

  • Managing incoming and outgoing mail and deliveries

  • Operating all office equipment, including copying, printing, scanning, faxing

  • Keeping the office organised and filing all documentation

  • Managing relationships with other third party suppliers and maintaining all supplies such as stationery at appropriate levels

  • Annual competency assessment in money laundering and data protection, compliance and monitoring

Skills and experiences required:

  • Excellent attention to detail

  • You need to be someone who takes pride in their work

  • The ability to think on your feet and show initiative

  • Delivers high quality customer service

  • Competent MS Office

  • At least 2+ years experience working in a commercial environment (no financial services experience is necessary)

  • A team player

A great role with a company that will teach you the role inside and out and help you progress internally.

For more information, or to apply please contactSamin the first instance.