Client Servicing Administrator Location: Shaftesbury Salary: Up to 30k (DoE) + bonus + benefits Are you an enthusiastic Client Servicing Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office? You will be working as part of the team at a highly respected Partner Practice of St. Jamess Place Plc. The Role: Client Servicing Administrator You will be part of the practice support team, liaising with clients, third parties, dealing with new business enquiries, and following up with providers for funds and information, and supporting the advisors. Y ou will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action points Providing a high level of administrative support while maintaining an excellent level of communication with the team around you Submitting new business and fund transfers using bespoke software Carrying out fund switches and financial calculations for clients using specific systems and processes The Person: Client Servicing Administrator To be considered as a Client Servicing Administrator you will need: Preferably 2 years + experience in a client servicing support role within a Financial Services environment. Ideally within another SJP Practice. Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs I t is essential that you are confident in dealing with colleagues, third parties and can work with total discretion Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment. TPBN1_UKTJ
Job Title
Client Servicing Administrator