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Client Services Administrator

Job Posted: 7 hours ago

Salary: £ 28,000 - 32,000 / Annum
Job Type: Permanent
Location: Chester, Cheshire West and Chester

Expire in: a month

Job Description

CLIENT SERVICES ADMINISTRATOR - PERMANENT – CHESTER – UP TO £32K - FULL TIME

Forrest Recruitment have a great opportunity for a Client Services Administrator to join a small, friendly team based in Chester.

Your duties will be:

  * Support Paraplanners and Advisers with pre-sales administration tasks, such as setting up new client files, requesting quotes and preparing client agreements

  * Provide Paraplanners and Advisers with up-to-date valuations for existing clients

  * Give Advisers any relevant client information they need before meeting with clients

  * Keep the back-office system accurate and up to date

  * Maintain and update the internal email list

  * Handle general client account updates

  * Answer phone calls and handle initial enquiries

  * Answer the intercom and welcome visitors

  * Manage Adviser diaries

  * Providing general administration support to the team

The successful candidate will have high attention to detail, have excellent communication, the ability to manage your own workload and a team player. Some great benefits on offer!

For further information about this opportunity please call Forrest Recruitment for a confidential discussion – (phone number removed). Alternatively, please forward your CV for immediate consideration, I look forward to hearing from you.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.

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