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Permanent

CLIENT SERVICES ADMINISTRATOR

Fetcham
money-bag 32000.00-32000.00 Annual
Posted Yesterday

We are looking to appoint a Client Services Administrator for our Leatherhead based client. They offer They will provide you with all the necessary support, training, and continued learning Salary Up to 34k Holidays - 25 days annual leave + bank holidays, + an additional day after 3 years of service and 1 per year thereafter, up to a maximum of 3 additional days. Pension - 5% employee and 5% employer pension contribution. Benefits - Critical Illness, Income Protection and Death-in-Service cover after probationary period Our client, a results-driven financial planning firm, are offering the position of Client Services Administrator to join their high-performing team. They are seeking someone who is naturally organised, professional, and eager to contribute to their continued success. If you thrive in a fast-paced environment and love supporting others to deliver outstanding client service, we want to hear from you. The Role You will play a vital role in supporting the day-to-day operations of the team through a range of administrative responsibilities, including but not limited to: General office administrative duties Supporting Client Services team members Opening, scanning, and distributing post Preparing meeting rooms for client appointments Updating and maintaining client and product records using a bespoke database Preparing meeting packs and documentation Administering new and existing client pensions, investments, and risk products Following workflows and internal ..... full job details .....

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