Hiring Now: Client Service Administrator Near You – Apply Today!
Your Next Client Service Administrator Job Starts Here – Apply Now!
Client Service Administrator
Job Posted: 5 hours ago
Salary: £ Competitive
Job Type: Permanent
Location: City and County of the City of London
Expire in: a month
Job Description
Our client is seeking a Client Services Administrator to join their team on a permanent basis. Hybrid working maybe an option.
Responsibilities include (but not limited to):
• Updating Confidential Financial Reviews input/updating
• Letter of Authority processing and chasing
• Oversee incoming funds
• Complete fund switches and send fund switch letters
• Pipeline review
• Respond to Client Inquiries (Technical and administrative)
• Manage workflow through Salesforce and Business Trackers
• Manage Outsourced Letter of Authority Process
• Manage Outsourced Administrative processes
• Continuous development towards AWM role
Skills and experience:
• Relevant experience in Wealth Management or Financial Services
• Willingness to complete CII exams
• Proficient in the use of Salesforce software
• Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills
For more information please send CV in to Tony Ward quoting job reference 16868TWBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Client Service Administrator job near me in City and County of the City of London! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).