Client Services Assistant, Financial Advisory
- Salary: £35,000 - £38,000 + benefits
- Location: City of London
- Consultant: Philippa Sheppard | 020 7588 8999
- Reference: 927391
Are you an Assistant/Administrator with several years’ experience in financial services?
Do you like dealing with clients, making a difference and do you take pride in the finer detail?
Do you want to be valued? Use your initiative? Take charge of the administration and organisation?
If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team. In-office Monday to Friday.
What you’ll be doing day-to-day:
- Managing end to end administration processes for investments, mortgages, pensions etc
- Taking receipt of documentation, liaising with product providers and clients
- Updating the client portal CRM and reconciling data
- Reconciling instructions from advisors, clients and providers
- Preparing annual reports for clients
- Onboarding new clients and updating existing files
- Preparing meeting rooms, greeting clients, taking calls, handling enquiries
- Corresponding with clients
The skills you need to bring:
- Several years’ administrative experience in financial services
- Strong MS Office and CRM skills
- An understanding and interest in Financial Services
- Superb client facing skills
- Confident communication skills
- Hard-working attitude
