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Client Services Administrator

Job Posted: 4 days ago

Salary: £ 26,000 - 30,000 / Annum
Job Type: Permanent
Location: Pattingham, Staffordshire

Expire in: 24 days

Job Description

Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday.

As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard.

You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times.

This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients

Before You Apply

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Looking for your next career move? Join a top company hiring Client Services Administrator job near me in Pattingham, Staffordshire! 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!