Client Support Administrator

Our client is a leading Independent Financial Advice firm based in Sussex. They manage over £1.5billion of clients’ money via their in-house Discretionary Investment Management (DIM) service. With over 30 years of work in the industry, they are looking to expand on a history of growth and success with the addition of a Client Support Administrator to their Brighton office.

Key Responsibilities:

• Act as a primary point of contact for clients, handling correspondence via various channels.
• Maintain accurate client records and documentation within Intelligent Office, ensuring data integrity and compliance.
• Generate standard client reports using agreed templates and assist in utilizing other toolsets for client analysis.
• Facilitate the transfer, setup, and administration of investments and policies on behalf of clients, liaising with providers as necessary.
• Manage client fees and commission setups in Intelligent Office for accurate financial transactions and reporting.
• Ensure timely scanning and filing of client communications and documentation to meet compliance standards.
• Support in maintaining up-to-date client records to adhere to regulatory requirements.

Core Competencies:

• Previous experience with Intelligent Office preferred.
• Strong customer service orientation with the ability to build trust with clients.
• Process-driven mindset with attention to detail.
• Problem-solving skills with the ability to find solutions to complex situations.
• Excellent communication skills with a collaborative approach to teamwork.
• Ability to prioritize and manage workload effectively.

Qualifications and Experience:

• Previous experience in a similar administrative role preferred.
• Proficiency in Microsoft Office Suite.
• Familiarity with financial services industry practices and regulations is advantageous.

Their Offer

• Competitive salary up to £33,000
• Support through exams

If the opportunity to play a vital role in delivering exceptional service to clients appeals to you, apply now.

Sector:

1. Financial Services