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Equals One
,
Leeds, West Yorkshire
Client Support Coordinator
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
Client Support Coordinator Salary circa £22,000 dependent on skills and experience plus Bonus Scheme Leeds City Centre Location We are delighted to confirm a fantastic opportunity for a Client Support Co-ordinator to join the Administration department within our fast-growing Leeds based team. This is a fantastic career opportunity for the right candidate. The role will involve providing administrative support to wealth management consultants and the practice as well as carrying out general office duties. It is therefore essential that candidates are able to demonstrate the right skill set from a similar field and has a proven track record of working at an administrative level. Roles and responsibilities: The successful candidate will report to the Operations Manager and their key accountabilities will include: •General administration duties, including interpreting instructions and implementing actions according to operation procedures, providing secretarial and administrative support to management and other staff, preparing meeting packs, updating the database with relevant information, keeping accurate and timely records of all communications with clients and product providers and planning and prioritising own workload to ensure targets are being achieved. •Complex and time critical administration tasks, including 2nd meeting pack preparation, processing business applications and other complex and technical administration tasks such as fund switches. •Other activities including continually seeking to improve computer skills and the use of the computer as an effective tool to develop efficiency and keeping up to date and understanding all the company’s internal procedures as they apply to the performance of the role. •Processing new business applications and liaising with third parties over pipeline and ensuring clients are kept updated •Collating compliance and regulatory documents for meetings •Arranging client appointments, diary and travel management •Meet and greet clients upon arrival for meetings Required and desired skills and experience: ·An Administrator who has proven track record of experience in wealth management or a similar field. ·Must be able to demonstrate high levels of competence and understanding of admin requirements within wealth management - a background in pensions, investments and protection would be advantageous. ·Somebody who can hit the ground running, very proactive and able to use their initiative. ·Able to help with adapting processes and procedures for smooth running of the Support Team. ·Able to draft client communications at a high level of detail and complexity. ·More background on meeting pack preparation/complex technical cases (Pensions, Investments, IHT/Multiple Trust/Estate Planning) etc. ·Processing complex cases and responding to technical administration tasks. ·Training and supporting our team of existing Administrators. Desired personal characteristics: ·Highly organised ·Self-motivated as well as a good team player ·Positive ·Strong written English skills ·Excellent attention to detail in self and others ·Excellent communicator ·Strength in identifying constraints and recommending improvements to processes ·Strong relationship building skills ·Good ability to analyse spreadsheet data ·Strong knowledge of GDPR regulations The right person: We’re looking for a highly organised, positive, self-motivated individual with a flexible approach to work. The successful candidates will be able to work to deadlines, follow business processes and procedures, demonstrating accuracy and attention to detail. In return, we can offer an exciting opportunity within a growing and ambitious business. We are looking for like-minded, motivated self-starters to join our team. Interested?Please send your cv by return.