Client Relationship Administrator

JOB TITLE: Client Relationship Administrator - Wealth Management


THE COMPANY: An award - winning and very successful mortgage advisory and financial services firm. Highly reputable and established within the community. Provide an impeccable level of service to the customers ensuring each client feels like their 'only client'.


SALARY: Up to £25,000 PA DOE


Permanent, full time, Monday to Friday.


BENEFITS:



  • Luxurious, bright and modern offices that have been recently renovated.

  • A stunning fully equipped gym with showers and changing room facilities.

  • Spacious and relaxing staff room with wide screen TV, comfy sofas and free fruit baskets.

  • Generous pension scheme.

  • Lifestyle Allowance; the opportunity to take one morning or afternoon per month for any personal appointments.

  • Discretionary holiday.

  • An additional day's holiday to celebrate your birthday.

  • Generous allowance for sick pay to support individuals when they need it most.

  • Full financial support for any appropriate industry qualifications. In addition, 10 hours study time per month awarded to those undertaking qualifications.


THE ROLE: You will be part of the team accountable for delivering a high level of professionalism to provide client service excellence. The team transacts, manages and is responsible for clients' needs and the day to day running of wealth management client relations within the business. The client experience is the fundamental driver of the Client Relations team and the team strive to deliver an 'only client' experience, whilst meeting expectations and providing client relations support to the Financial Consultants.


Daily duties will include;



  • Opening and closing of the office as and when required

  • Communicate and work efficiently with all client enquiries

  • Prepare refreshments for client and Company meetings as required

  • Pro-actively manage day to day tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process

  • Liaising with providers to deliver a seamless service to our clients

  • Competently use a variety of software packages to include data entry and monitoring of the Company client database

  • Provide efficient client relations support to consultants through effective and regular communication

  • Work with the Head of Client Relations to co-ordinate, and implement office procedures effectively

  • Sort and distribute incoming post and organise outgoing post

  • Book meeting rooms and conference facilities as needed


We would love to speak to candidates who have the following attributes:



  • Organised and self-motivated with excellent attention to detail.

  • Have exceptional customer service experience with a flexible and adaptable approach.

  • IT Literate

  • Experienced within a regulated, corporate industry

  • Personable, presentable and punctual

  • Excellent communication skills


To apply for this fantastic opportunity please contact Georgie or Catherine on 01823 285440. You can also apply for the role online or email your CV directly to taunton@office-angels.com and we will be in touch.



Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


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To speak to a recruitment expert please contact Catherine Knight