Client Data Administrator

Posted 2 days ago by Reed Insurance Easy Apply
We are recruiting for a Independant financial Services company that is recruiting for an administrator to join the client services team.  This is a financial services team that work with the advisors in their day to day administration.

Preparation of client information and data for use internally and externally
 Creation of system access worksheets
 Support Operations and Client Services teams
Prepare client information packs for external parties
 Generate client Investment valuations for external parties
 Review system data for discrepancies and data feed errors
 Prepare system access requests
 Review and distribute received post
 Ensure full audit for all processing activity completed
 Thorough checking of own work to ensure accuracy
 Interaction with internal and external parties by telephone and email
 Feed back trends in queries to help facilitate service and training improvements
 Ad hoc projects when required

For this role we would be looking for someone who has worked within the financial services industry. 

This role would suit someone who is fairly Junior within the FS industry and wants to progress

plesae email me you cv direct to chloe.emmerson@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33763343

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job