Client Services Administrator

Recruiter
EDEN SCOTT
Location
Glasgow
Posted
09 Nov 2018
Closes
11 Nov 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Eden Scott's client, a leading financial services firm in the UK, who pride themselves on delivering the highest levels of service and integrity while building lasting relationships, are looking for a Client Services Administrator to add to their Financial team. The role is based in their Glasgow office, with this exciting opportunity arising due to continual company growth. Responsibilities Main responsibilities include supporting advisors and clients alike, while offering Adviser and Client Support for new business and client servicing. Other key responsibilities include: Managing leads with the Client Relationship Management system Client communication through telephone/email, covering all aspects of client instruction, arranging meetings and also preparing meeting packs and valuations for appointments Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion Checking new business paperwork, banking cheques, managing cash balances and movements including raising invoices for advice fees and chasing for payment General ad hoc admin duties as required by the Practice or assigned by the Client Service Manager Requirements Must be able to demonstrate an understanding of the regulatory framework relevant to the role, whilst practicing effective risk management and taking account of outcomes for clients. Other requirements include: Previous financial services experience (preferable) A team player with excellent attention to detail and good communication skills (written and verbal) IT skills Excellent record keeping and reporting capabilities Proactive nature to gain efficiencies and demonstration of initiative Benefits Attractive salary Leading benefits An excellent opportunity for the right candidate, please do not hesitate to get in touch! If this role isn't quite what you are looking for, register your CV at and be the first to hear about our latest opportunities by signing up for our job alerts. Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.

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