Team Secretary

Client Service Administrator

• Annual Salary: £28,000 - £32,000
• Location: Wimbledon
• Job Type: Full-time

My client is seeking a Client Service Administrator (CSA) to support their Financial Planners and ensure the delivery of excellent client service and communication. Reporting to the Operations Manager, the CSA will be a friendly and professional point of contact for their clients, managing client service needs and expectations to ensure satisfaction.

Day-to-day of the role:

• Act as a point of contact for clients and enquiries via phone, email, and in person.
• Organise client meetings and manage Financial Planner's diary and workload.
• Prepare client documentation for meetings and follow-up as per business processes.
• Liaise with third parties and professionals regarding client investments, tax, or legal affairs.
• Maintain client files to required compliance standards and ensure accuracy of data.
• Process new business applications accurately and efficiently in a compliant manner.
• Liaise with product providers for timely and accurate client responses.
• Manage the data harvest process, portfolio valuations, and client transactions.
• Organise and prepare for client review meetings as per the Annual Review Process.
• Keep back-office systems up to date and manage ongoing client servicing requests.

Required Skills & Qualifications:

• Professional and friendly demeanor with excellent client service skills.
• Strong organisational skills and the ability to manage multiple tasks efficiently.
• Proficiency in office systems and back-office software.
• Knowledge of compliance standards within the financial services industry.
• Ability to work independently and as part of a team.
• Commitment to continuous professional development.

Benefits:

• Competitive salary based on skills and experience.
• Opportunities for professional development.
• Group Personal Pension Plan.
• Death in service benefit.
• Sick Pay Insurance.
• 25 days annual leave per year plus 2 extra at Christmas.
• Birthday Bonus Day.

To apply for the Client Service Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.