Client Services Administrator
Client Services Associate Administration and Customer Service Gloucester £27,000 - £30,000Looking to take the next step in your client services career? Join a progressive, supportive, and rewarding environment where your contribution truly matters.What''s in it for you?Competitive salary: £27,000 £30,000 per yearImmediate start: Begin as soon as you''re readyEnjoy your birthday off: Celebrate with a paid day s leaveFlexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insuranceCasual dress code: Enjoy a relaxed work environmentPersonal development: Access to comprehensive training and development opportunities to help you build your expertiseThe RoleAs an Associate in the Client Services team, you will provide essential administrative and client-facing support to a team of advisers. You''ll be at the heart of a fast-paced independent financial advice business, helping clients navigate complex financial decisions. You ll work alongside experts in the field and contribute to a business recognised for high standards and a commitment to excellent customer service.What you''ll be doingProcess new business applications and associated client paperwork, ensuring accuracy and efficiencyVerify client identity electronically and manage key client data securelyChase applications and client requests through to a timely completionAssist advisers with client cash management and placing trades ..... full job details .....
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