Client Services Administrator

Client Service Administrator
Location - Warwickshire
Job Type - Full Time
Salary - Up to £29,000
I am seeking a Client Services Administrator for a client based within the Warwickshire area. You will be responsible for providing investor services for the tax-efficient products, operational support for the smooth running of the funds, and key support to the rest of the team.

The successful candidate may not have significant experience working in a similar role, but administrative experience in a financial or other regulated environment would be preferred.

Key responsibilities

• Following up with clients, keeping them informed as to the status of their application
• Deliver outstanding professional communication and take ownership for client and intermediary queries, responding to calls, emails, and written enquiries, ensuring a quick turnaround time, whilst maintaining positive on-going relationships
• Lead the preparation and distribution of ad-hoc documentation
• Arrange for the timely payment of fees
• Work closely with the Operations Manager to prepare client allocations for each investment made
• Ensure tax certificates are generated correctly
• On the successful exits of investment, work with the team to communicate this with investors and advisers and ensure the smooth distribution or reinvestment of proceeds
• When an investment is unsuccessful, generate and distribute loss relief letters for our investors.
• Prepare and distribute accurate valuation statements
• Involvement in other projects or events as requested

Key Attributes

• The successful candidate will be bright, outgoing, driven, and have an enthusiasm to learn
• The successful applicant would need to rapidly develop a good understanding of tax efficient funds investment strategy
• Experience of working in a financial or regulated environment
• Highly organised with the ability to prioritise multiple tasks and deadlines
• Excellent attention to detail, numerical reasoning, and written communication skills
• Strong Microsoft Office skills with a solid working knowledge of Outlook, Microsoft Word and Excel and in particular, CRM and database use
• An outgoing personality with excellent telephone skills; comfortable speaking on the telephone with clients and intermediaries

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