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
