Are you looking for a role where you can build a strong foundation in client service within financial services?
About the Role
*Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
*Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence.
*Assists with the investigation and resolution of client queries, referring any investment related queries to team members.
*Communicates with clients as required, giving accurate and up to date information whilst working within Information Giving limitations.
*Manages mass mailing communication processes, ensuring that correspondence data is updated as required.
*Creates and amends presentations or literature for client meetings.
*Maintains team diaries, arranging meetings and organising travel.
*Takes meeting minutes as required.
*Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
*Contributes to Client Service meetings, suggesting improvements to procedures.
*Shares best working practice with other Client Service staff.
*office duties to include reception/ post duties for the office
About you
*Some knowledge of the regulatory environment in which we operate is advantageous
*Demonstrable interest in an administration career and has evidence of proactively developing self
*Experience working in a similar role in Financial Services is advantageous
*No experience is required and training will be given
*Grades A-C at GCSE or equivalent in English and Maths
If this sounds like the role for you, apply today!