Client Service Administrator

Job Title: Client Services Administrator
Salary: £26,000 - £28,000   
Location: St Albans
Contract: Permanent, Full Time  
Hours: 37.5 hours per week   - Monday to Friday 9:00am - 5:30pm  
 
Are you a proactive and client-focused individual with a passion for delivering exceptional service? Are you ready to take on a dynamic role where your organisational skills and attention to detail will shine? If so, we invite you to apply for our Client Services Administrator position!
Our client are a leading financial services firm dedicated to providing personalised solutions and exceptional service to their clients. As part of the team, you will play a crucial role in ensuring their clients receive an exceptional service.
 
SKILLS REQUIRED
·Proven experience within an administrator-based role.
·Experience working within Financial Services.
·Knowledge and understanding of Investment and Bond Products. .
·Excellent communication skills and good attention to detail.
·Excellent customer service skills.
·Highly organised.
 
RESPONSIBILITIES
·Provide a personalised service to clients from initial inquiry to resolution, ensuring their needs are met promptly and effectively.
·Act as the primary point of contact for Independent Financial Advisers.
·Assist the Administration Manager in effectively managing the account, contributing to smooth operations and client satisfaction.
·Process various client requests including new business input, change of address, valuations, and more, ensuring accurate and timely responses.
·Follow departmental procedures and practices to provide clients with a consistently high level of service in line with agreed quality standards.
·Work towards agreed objectives as part of the performance appraisal process, striving for continuous improvement.
·Ensure compliance with legislative and regulatory requirements such as Data Protection, Money laundering, and FSA rules.
 
ADDITIONAL INFORMATION
·Holiday allowance: 20 days + bank holidays
·Pension contribution
·Life Assurance
·Onsite parking
 
 
Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others, and we will contact you within 3 working days if you have been shortlisted.
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