Client Servicing Administrator

Reed ,
Harrogate, North Yorkshire
More Details
Job Type: Full-time
Salary: £20,000 per annum

Overview

ROLE: Client Servicing Administrator SALARY: Up to £25,000 LOCATION: Harrogate PERMANENT CONTRACT FULL TIME HOURS HAVE YOU GOT A STRONG ADMINISTRATIVE BACKGROUND? OR HAVE YOU GOT EXPERIENCE OF WORKING WITHIN THE FINANCIAL SERVICES SECTOR?? REED Harrogate are recruiting for our client who is a nationwide wealth management advisory brand based in Harrogate. They are looking for a dedicated and experienced administrator to join their Client Services Team. Key Tasks: Prepare documentation for client appointments / meetings Undertake office duties, such as filing, post, stock and order systems, minute taking Completion of client reports Send prepared investment information / reports to clients Respond to client administrative inquiries, face to face, through telecommunications or letter Develop processes to support paraplanners and Financial advisors Maintain the integrity of ‘ Model Office’ processes and databases Liaise with providers with necessary and communicate outcomes Assist with the retention and development of client relationships Assist in the identification and development of new clients Evidence CPD The client does pride themselves on their treatment of their customers but also for their employees. Salary is up to £25,000 On-site car parking Pension Contribution If this is of interest then do not hesitate to apply

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