Client Services Administrator

JWS Resources Ltd
£21,000 per annum
27 Jul 2017
18 Aug 2017
Contract Type
Full Time

Job Title: Client Services Administrator

Location: Birmingham

Job Type: 12 month Fixed Term Contract

Salary: £26,000

Job Reference: J008001

Are you an experienced administrator within Financial Services who is now looking for their challenge?

If so, I am now working with a leading Financial Planning and Investments organisation to recruit a Client Services Administrator to provide support to a team of Financial Planners.

My client is well established within industry with over 180 years of service and has a range of clients ranging from private individuals, families and charities.

Day to day tasks will include:

- Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms

- Point of contact for all client servicing and new business queries

- Deal with all issues in an efficient and effective way

- Prepare for client meetings and attend them were necessary

- Ensure that all business is processed in line with company processes

- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures

Your experience:

- At least 2 years’ experience within an administration position in the Financial Services Industry

- Must have a strong track record of delivering excellent client service

- Proficient with IT skills in particular the Microsoft package

- Excellent telephone manner as well as good written communication skills

- Creativity, being able to vocalise your ideas and make suggestions are always welcome and encouraged

- Any qualifications within Financial Administration will be desirable

If you would like to hear more about this position please apply with an updated version of your CV and I will be in touch to discuss this further.