Client Services Administrator

Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards. As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity. What you will do Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly Schedule and track client review meetings and maintain proactive contact with the client base Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy Prepare client-facing documentation, reports and correspondence to a consistently professional standard Ensure adviser charges are correctly set up, tracked and reconciled monthly Maintain pipeline and client records within Xplan CRM What you will bring At least three years'' experience in a client-facing or customer service role Strong written communication skills with genuine attention to detail Confident with Microsoft Office and comfortable learning new systems Well organised, self-managing and able to prioritise under pressure Experience in financial services administration is desirable but not essential Why this role? The firm operates a four-day working week around 30 hours, Monday to Thursday. You will work in a ..... full job details .....