Client Services Administrator

Description

Client Services Administrator

Location: Cheltenham (GL53)

Salary: Highly Competitive + Discretionary Bonus

Hours: Full time

An excellent opportunity has arisen for a professional Client Services Administrator to join this friendly and proactive St. James s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.

You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

The Role: Client Services Administrator

The role offers variety and challenge, including but not limited to:

You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be setting up the clients' annual reviews, preparing all pre–meeting documentation and be able to produce the review letters You will be responsible for managing the CRM database (Salesforce) and keeping all client details up to date The Person: Client Services Administrator

This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can do working style You have been working in as professional office environment for several years, and have good all–round experience of a adminstration support role You have excellent IT and communication skills, are highly organised, resilient and can make decisions Ideally, you will have used the Salesforce CRM system You are a self–starter and able to work with little or no supervision Most importantly, you are confident in dealing with Clients and third parties with total discretion You will ideally have previous experience but training in some of these areas can be provided. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of GBP242.44bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Ad ID: 5419292192