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Client Support Administrator

Client Support Administrator

Posted 16 July by REED Insurance
Featured Ended
My client are an established firm of Financial Advisers who have achieved Chartered Status. They specialise in the area of advice across Pensions specifically, although they also offer solutions across Investments.

They are currently seeking a Client Support professional to join their busy team.

Main duties:

o Email terms of business and guide to our service documents
o Complete the basic Fact Find and questionnaire with the client, explaining each stage of the Fact Find and what it is used for
o Prepare and post letters of authority and authority to proceed documents to clients who require the firm's services and set up client files on DORIS, Data Drive and XPlan.
o Email the risk profile questions and guide to investment documents to clients after the fact find has been completed ahead of schedule adviser appointment
o Answer general client questions (information only)
o Assist with ongoing servicing of existing client bank/Arrange review appointments for advisers
o Maintain client records in accordance with company standards
o Transfer inbound calls in a timely manner with caller and issue identified

Experience required:

- Must have a strong background within Financial Services
- Fantastic communication skills
- Able to multi-task
- Financial Services qualifications are advantageous but not essential

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 35415160

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