Customer Service Administrator

Customer Service Administrator

Location : Petersfield

Salary £20,000 - £28,000

My client who are a Chartered Financial Firm are seeking an Customer Service Administratorto join their team. We are looking for candidates who have got experience working within customer services and administration, financial services experience is desirable.

Daily Duties

Responding to new/existing client queries received via phone and email.

Updating the Salesforce system with all appropriate information (including the creation of client records).

Booking client meetings and completing appropriate meeting preparation.

Actioning meeting notes provided by the adviser and, where appropriate, any follow-up actions.

New business processing and business submission.

Support to all advisers on client servicing activities.

Completion of all tasks allocated via Salesforce, including ad hoc tasks.

Preparation and follow-up on regular client reviews.

Skillset

Strong organisational skills and attention to detail

Ideally experience working within Financial Services

Enjoys working in a team environment