Client Services Administrator
Are you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join a dynamic team in the wealth management sector based in Fareham.
Why Apply?
This role presents a unique opportunity to join a prestigious wealth management firm committed to enhancing everyone's relationship with their wealth. With a focus on excellence and customer service, our client offers a supportive and fulfilling work environment.
Key responsibilities include:
- Putting the customer at the forefront of all interactions
- Familiarizing yourself with the company's values and offerings
- Efficiently onboarding new clients and servicing existing ones
- Cultivating strong relationships with clients, advisers, and paraplanners
- Contributing positively to team dynamics and morale
- Communicating effectively with clients via various channels
- Willingness to engage in occasional business projects
The ideal candidate will possess:
- Experience in a financial planning environment
- Knowledge of investment products such as ISAs, Pensions, and Bonds
- Proficiency in using CRM systems
- Ability to challenge existing processes constructively
- Strong passion for delivering exceptional customer service
- Self-driven attitude towards personal development
- CII or RO part-qualified preferred
Company Benefits:
- Hybrid working – 2 days in the office and 3 from home
- 28 days' holiday (plus bank holidays)
- Life assurance
- Income protection
- Pension scheme
- Access to our flexible benefits platform
- Vibrant company culture focused on both work and fun
Reference: 52426697
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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