Client Servicing Administrator
Up to £25,000
Permanent, Full time
Have you got experience working in Financial Services??
REED Harrogate are recruiting for our client who is a nationwide wealth management firm based in Harrogate. They are looking for a dedicated and experienced administrator to join their Client Services Team.
The role will involve:
Booking of review meetings in line with requirements
Dealing with enquiries from clients and third parties
Set up cases and monitoring on an on-going basis
Collect any missing information in a speedy and efficient manner
Ensure key admin tasks are completed within time scale
Ensure the business comply with FCA regulations
Conduct personal learning and development as required
Ensure the business comply with all other relevant legislation
Undertake all other duties as required
Salary is up to £25,000
On-site car parking
If this is of interest then do not hesitate to apply!