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Client Servicing Administrator

Location: HARROGATE, NORTH YORKSHIRE, UNITED KINGDOM Salary: 20,000-25,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Business Support Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: X3-316899

ROLE: Client Servicing Administrator

SALARY: Up to £25,000

LOCATION: Harrogate

PERMANENT CONTRACT

FULL TIME HOURS

HAVE YOU GOT A STRONG ADMINISTRATIVE BACKGROUND? OR HAVE YOU GOT EXPERIENCE OF WORKING WITHIN THE FINANCIAL SERVICES SECTOR??

REED Harrogate are recruiting for our client who is a nationwide wealth management advisory brand based in Harrogate. They are looking for a dedicated and experienced administrator to join their Client Services Team.

Key Tasks:

  • Prepare documentation for client appointments / meetings
  • Undertake office duties, such as filing, post, stock and order systems, minute taking
  • Completion of client reports
  • Send prepared investment information / reports to clients
  • Respond to client administrative inquiries, face to face, through telecommunications or letter
  • Develop processes to support paraplanners and Financial advisors
  • Maintain the integrity of ‘ Model Office’ processes and databases
  • Liaise with providers with necessary and communicate outcomes
  • Assist with the retention and development of client relationships
  • Assist in the identification and development of new clients
  • Evidence CPD

The client does pride themselves on their treatment of their customers but also for their employees.

Salary is up to £25,000

On-site car parking

Pension Contribution

If this is of interest then do not hesitate to apply!

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