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Negotiable
Our client is seeking a Client Services Administrator to join their team on a permanent basis. Hybrid working maybe an option.
Responsibilities include (but not limited to):
Updating Confidential Financial Reviews input/updating.
Letter of Authority processing and chasing.
Oversee incoming funds.
Complete fund switches and send fund switch letters.
Pipeline review.
Respond to Client Inquiries (Technical and administrative).
Manage workflow through Salesforce and Business Trackers.
Manage Outsourced Letter of Authority Process.
Manage Outsourced Administrative processes.
Continuous development towards AWM role.
Skills and experience:
Relevant experience in Wealth Management or Financial Services.
Willingness to complete CII exams.
Proficient in the use of Salesforce software.
Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills.
For more information please send CV in to Tony Ward at tonyward@bhal.co.uk quoting job reference 16868TW.
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