Client Services Administrator

Flair 4 Recruitment
Bath, UK
22 Aug 2019
04 Sep 2019
Contract Type
Full Time
Our client, a leading wealth management firm, is looking for a Client Services Administrator to join an integral area of the company. The main focus of this role will be to support Dealing, Fund Loading and Client Services.

You will:

* Deliver excellent customer service to ensure that the company is highly valued by our clients

* Ensure that the FCA Treating Customers Fairly (TCF) principles are adhered to, including raising any areas for concern with either Line Manager or Compliance

* Provide administration support across all areas of the business including Client Services, Dealing, Fund Loading and Distribution processing

* Process any external queries received via telephone, email or post

Your skills and qualifications:

* You will have a good academic record

* You will be computer literate, specifically Outlook, Word and Excel

* You will have good attention to detail

* You will have excellent interpersonal and communication skills

* You will have the ability to work well under pressure, and to tight deadlines

* You will have platform knowledge and/or experience (desirable)

About the firm:

* An independent wealth management service for Investment Advisors and their clients

* Innovative, highly professional and vibrant financial services company

* Fast moving, results-orientated and dynamic culture

Please contact Joanna at Flair for Recruitment for further information. If you know anyone that is suitable and looking for a new opportunity, please pass on our details as we offer vouchers if referrals are placed

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