Job Information

Our clients are a highly regarded Investment and Portfolio Management firm. Due to ever evolving success require an additional Client Services Assistant for their Head office in Oswestry and support to their second office in Chester. 

The Successful candidate should have exposure of working within an IFA. 

The Role

The role of the Client Services Administrator is to provide first class client care for clients of the business.

 Key Responsibilities

·         Processing of new business following all company procedures and processes

·         Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its client and community

·         Deal with new and existing client communications and queries

·         Supporting the dealing with new and Existing client enquiries

·         Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets

·         Continuous professional development to meet personal development needs. 

·         Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care

·         Supporting the on-boarding of new clients into the business

·         Maintaining existing client review communications

·         Working within the Client Services team to support and deal with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained

·         Supporting the delivery of and achievement of the client service standards

·         Client continual improvement feedback communications and maintenance 

·         Individual workflow and task delivery.

Skills

·         communication skills that allow you to inform, help and advise clients clearly and to liaise effectively with other professionals;

·         Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations;

·         An ability to work well under pressure;

·         Organisational and planning skills to develop customer services policies;

Please apply online or contact Cameron james for a full job descriptions and further information.