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Form of work
SalaryJOB TITLE: Client Administrator
(You may have worked as a Financial Services Administrator / Client Relationship Manager / Senior Administrator / Client Administrator or any administrative role within a professional services environment)
LOCATION: Taunton, Somerset (Office based)
HOURS: Monday to Friday- 8.45am-5.15pm.
THE COMPANY: An award - winning and very successful mortgage advisory and financial services firm. Highly reputable and established within the community. Provide an impeccable level of service to the customers ensuring each client feels like their 'only client'.
SALARY & BENEFITS: 23,000 - 26,000 PA DOE (Please note, to achieve 26K PA you will need to have worked in financial services before in a similar role)
Generous Pension Scheme generous holiday allowance + additional day off for your birthday the opportunity to grow professionally as study support provided both financially and time to study during the working day comprehensive induction programme annual salary review annual bonus scheme Employee Assistance Program supportive company culture and excellent values.
On top of the above you can enjoy working in modern, bright, open plan and luxurious offices to allow for space to collaborate and engage with colleagues. Impressive staff room and fully equipped gym with showers and changing room facilities for the opportunity to have desk free time and recharge!
THE ROLE: You will be based in the Client Relations (Wealth Management) team and be responsible for clients' needs through effective communication and accurate administration. The client experience is the fundamental driver of the Client Relations team and the team strive to deliver an 'only client' experience, whilst meeting expectations and providing client relations support to the Wealth Management Consultants.
Daily duties will include;
- Communicating and working efficiently with all client enquiries.
- Preparing refreshments for client and Company meetings as required.
- Pro-actively managing day to day administration tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process.
- Liaising with providers to deliver a seamless service to clients.
- Competently using a variety of software packages to include data entry and monitoring of the Company client database.
- Providing efficient client relations support to consultants through effective and regular communication.
- Working with the Head of Client Relations to co-ordinate, and implement office procedures effectively.
- Sorting and distributing incoming post and organising outgoing post.
- Booking meeting rooms and conference facilities as needed.
We would love to speak to candidates who have the following attributes:
- Prior experience of working within a busy office based role
- Organised and self-motivated with excellent attention to detail.
- Have exceptional customer service experience with a flexible and adaptable approach.
- IT Literate.
- Personable, presentable and punctual.
- Excellent communication skills.
Next Steps Please apply online today or email your CV directly to (url removed) Alternatively you can contact Catherine or Georgie on (phone number removed) to discuss over the phone.
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