Client Services Administrator
other jobs Optima Recruitment
Added before 39 Days
- England,London,Greater London,Sutton
- full-time
- £28,000 - £30,000 per annum
Job Description:
Our client based in Sutton is currently looking for a Client Services Administrator to join their private client team. This role is predominantly office based with opportunities to work from home after completion of successful probation period.
* Up to £30,000 depending on experience
* Monday - Friday, 9am - 5:30pm
* Health cash plan
Job Description:
* Answering and dealing with incoming calls, emails and post
* Meet and greet clients and offer them refreshment on arrival
* Liaising by phone and email with product providers, suppliers and clients
* Enter and maintain relevant data on Intelliflo
* Request plan information, collate, scan and update client records
* Check, submit and track new business applications through to completion
* Manage adviser diaries and make annual review appointments
* Accurately process fund rebalance requests
* Process client withdrawal requests
* General day-to-day office duties
Person specification:
* Previous office experience, preferably working in financial services
* Demonstrate ability to build and maintain strong relationships
* Logical thinker able to investigate, consider and resolve error and issues
* Team player with a positive ’can do’ approach to life
* Genuinely use your initiative
* Collaborative yet able to think for yourself whilst working in the team
* Able to prioritise and work to tight deadlines
* Organised and methodical
* Taking ownership of tasks and see them through to a successful conclusion
* Have strong IT skills
Additional Information:
* Based in Sutton
* £28,000 - £30,000
* Monday - Friday, 9am - 5:30pm
* 20 days holiday plus bank holidays
* Life insurance
* Health cash plan
* Pension scheme
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
* Up to £30,000 depending on experience
* Monday - Friday, 9am - 5:30pm
* Health cash plan
Job Description:
* Answering and dealing with incoming calls, emails and post
* Meet and greet clients and offer them refreshment on arrival
* Liaising by phone and email with product providers, suppliers and clients
* Enter and maintain relevant data on Intelliflo
* Request plan information, collate, scan and update client records
* Check, submit and track new business applications through to completion
* Manage adviser diaries and make annual review appointments
* Accurately process fund rebalance requests
* Process client withdrawal requests
* General day-to-day office duties
Person specification:
* Previous office experience, preferably working in financial services
* Demonstrate ability to build and maintain strong relationships
* Logical thinker able to investigate, consider and resolve error and issues
* Team player with a positive ’can do’ approach to life
* Genuinely use your initiative
* Collaborative yet able to think for yourself whilst working in the team
* Able to prioritise and work to tight deadlines
* Organised and methodical
* Taking ownership of tasks and see them through to a successful conclusion
* Have strong IT skills
Additional Information:
* Based in Sutton
* £28,000 - £30,000
* Monday - Friday, 9am - 5:30pm
* 20 days holiday plus bank holidays
* Life insurance
* Health cash plan
* Pension scheme
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Job number 1574742
metapel
Company Details:
Optima Recruitment
Established in 2007, by an experienced and dedicated professional with a passion for recruitment; we now have a team of highly trained Consultants wor...