Address
Form of work
Salary£29,000
City
Our client is a Professional Services firm who is looking for a Client Services Admin to join their well-established team. You will be working with a dedicated team, who pride themselves on delivering an excellent service to their clients. You must strong Client Services skills as well as coordination skills.
THE ROLE:
- Providing administrative support to the Business Development Manager, including departmental task delegation to ensure day-to-day operations run smoothly
- Assist with the co-ordination and time management of financial planning projects for HNWI/UHNWI clients
- Assisting with the on boarding of new clients, co-ordinating the various aspects of this process from requesting money laundering documentation to ensuring clients are uploaded onto the relevant systems
- Assist with proofreading, reviewing, formatting and designing reports, memos and marketing documents. conducting research for these as and when required.
- Co-ordinating the execution of action points from client meetings and tracking the progress of various project based tasks
- Direct interaction with clients, via email and telephone, assisting with client queries and requests
- Working with and liaising with various departments within the firm to ensure the relevant team are delivering for various client projects
- Preparation and completion of relevant documents and forms. Filing and electronic submission of the same
THE PERSON:
- Previous experience in a similar role
- Strong organisational skills
- Excellent attention to detail - dedicated to quality and accuracy of projects from inception to completion
- Comfortable working independently and as part of a team
- Strong time management skills, ability to work to deadlines
- Excellent oral and written communication skills
- Flexible and willing to take on ad hoc tasks
- Confident dealing with clients and senior management
- Pro-active
EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified.
CONFIDENTIALITY: All applications are dealt with in the strictest confidence and will be processed in accordance with the Data Protection Act 1998
Morgan Spencer Limited, registered in England & Wales No: 4254114
