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 £242.44bn. 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.
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