CEA

Description

Client Experience Administrator

Location: Glasgow

Salary: £24,000 - £26,000 per annum

Sector: Banking & Finance

Job Type: Full-time, Permanent

GTS Banking and Finance are working with our client - a leading financial services firm - to recruit a Client Experience Administrator to join their expanding support team in Glasgow.

This role is essential to delivering a high-quality client experience and ensuring Partners can focus on providing financial advice to high-net-worth clients. As part of a collaborative and service-driven team, you'll provide administrative support to Client Experience Executives, contributing to a seamless end-to-end client journey.

Key Responsibilities:

Support the preparation and processing of personalised client meeting packs.

Handle post-review administration and ensure accurate data entry into internal systems.

Liaise with providers to gather valuations and up-to-date plan information.

Maintain regular updates for Client Experience Executives to support client communication.

Follow internal processes to meet service and regulatory standards.

Provide general administrative support and assist with post and reception cover when required. What We're Looking For:

Essential:

Previous experience in an administrative or customer service role.

Proficiency with Microsoft Office (Word, Excel, Outlook).

Strong interpersonal and relationship-building skills.

Able to manage tasks in a fast-paced environment with a proactive attitude.

Willingness to pass a basic financial industry exam within the first 3 months (internal exam). Desirable:

Background in financial services administration.

Understanding of pensions and investment products.

Familiarity with Intelligent Office (IO) software. Personal Attributes:

Friendly, professional, and client-focused.

High attention to detail and strong organisational skills.

Excellent written and verbal communication abilities.

Discreet, trustworthy, and confident working in a confidential environment. This is an excellent opportunity to grow your career in financial services administration with a company that values training, development, and long-term progression.

Apply now or reach out to Alice Wright on (url removed)

Ad ID: 5416951123