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Reed
,
London, Greater London
Client Service Administrator
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
Client Services Administrator / Client Experience Executive - London - Up to 27k Would you like to join a Multi-award winning Financial Advice Company in London? This is your chance to really gain valuable experience in the Industry and it will over you 2-3 years of core learning and skill building to start working your way up the ladder. The Client services position is for someone who has worked in the financial services for the past 1-2 years and has started to gain experience in the Market and has a strong starting knowledge of financial advice. If you have started to take or have taken any RO exams this will be beneficial to your application. The role itself To help to deliver firms Client Services Proposition by providing a high quality administration and support service to Partners and their clients. This allows our Partners to focus on the client relationship and developing relationships with new clients. Be the main point of contact for some of our key PCS Partners and their clients, supporting the Partners to deliver an outstanding advisory service to their clients. This involves understanding each client’s requirements and managing the delivery of an outstanding Private Client Services (PCS) support service to some of our key PCS Partners and their clients with the support of a Client Experience Executive (CEE) or Client Experience Administrator (CEA). As part of this role you will influence and encourage Partners to work efficiently, following our Private Client Advice Process (PCAP) including using the documentation generated in our client relationship management system (iO) so that they and their clients benefit from the efficiencies of our PCAP process. A key part of this role is to manage and deliver against, and where possible exceed, client expectations. Communication is a key part of this role to keep the clients and the Partner updated. The role will be varied and requires a numerate and articulate individual who is highly organised and self motivated. Attention to detail is essential as the successful candidate will be working with some of our top clients in the firm and also complex financial transactions. The successful candidate will have a warm and professional demeanor both on the telephone and in written form. The candidate must be able to cope well under pressure, be able to balance priorities, have the ability to multi-task and solve problems. So if you feel this is a role you can excel in then please apply. Due to a high number of recent applications in this role type not all applications will receive a response although all applications will be considered.