Client Services Administrator

Client Services Administrator Scarborough £25,000 - £26,500 Office Based NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning firm in Scarborough who are looking to recruit a Client Services Administrator to join their friendly and supportive team. This is a fantastic opportunity for an organised and personable professional who enjoys delivering exceptional client service and thrives in a varied administrative role. Working closely with the Directors, Financial Advisers and Practice Manager, you will play a key role in ensuring the smooth day-to-day running of the office while providing first-class support to both clients and advisers. As an CS Administrator, you will be responsible for providing comprehensive administrative support across the business, ensuring a professional and efficient service is delivered at all times. Your responsibilities will include: Providing a warm and professional welcome to clients and visitors Answering incoming telephone calls and managing enquiries Supporting the Financial Advisers with new business processing and client administration Preparing client files, valuations and review documentation Processing top-ups, fund switches and ISA transactions Maintaining accurate client records and updating the back-office system Liaising with providers and assisting with general client servicing Scanning, photocopying and managing incoming and outgoing post Assisting with ..... full job details .....