13 Oct
Bell Cornwall
Erdington
Job description
Client Services Administrator
BCR / AK / 11005
Erdington / Castle Bromwich
£24,000-28,000 DOE
Bell Cornwall Recruitment’s client is a successful Financial Services company with offices in Erdington / Castle Bromwich.
They are looking to grow their client services team due to a company wide expansion!
Please view the details of this Client Services Administrator role below :
The Role :
- Liaise with internal and external parties- first point of contact for clients
- Updating and ensuring all supporting documentation is maintained
- Oversee management of annual reviews and portfolio reviews
- Prepare Platform withdrawals / fund switches / transactions for approval
- Respond to customer queries with standard letters or draft relevant responses
- Further ad-hoc administrative duties
The Ideal Client Services Administrator will have :
- 2 years or more experience at an IFA Practice (Highly Desirable)
- Experience in Financial Services (Essential)
- Experience using Intelligent Office
- Great communication skills both written and verbal
- Excellent professional presentation
- Long term plans to remain within a client services role
▶️ Client Services Administrator
🖊️ Bell Cornwall
📍 Erdington