Client Services Administrator Job in Burnley, Lancashire

Client Services Administrator Job in Burnley, Lancashire. Apply for the latest Burnley, Lancashire jobs in Accounting/Financial/Insurance.

Client Services Administrator Job in Burnley, Lancashire

Job Description
Ashberry Recruitment are currently looking for a Client Servicing Administrator for our well-respected client based in Burnley. The successful candidate will maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.

Duties and Responsibilities

* Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board

* Help our clients to better understand the full potential of our products

* Be the point of escalation for complex client queries, liaising with the respective financial adviser as appropriate

* Deliver, promote and enhance the business’s client-facing strategy and one-to-one interactions with its clients to ensure all clients a first-class client experience

* First Point of contact for clients telephoning and visiting the office

* Preparing Meeting documentation for both Clients and Advisers

* Producing Appointment Packs and Valuations

* Assisting with the arranging appointments and all related client communications

* Updating and assisting with the Management of Adviser Diaries

* Preparing and producing Post Meeting communications

* Updating Confidential Financial Review Information

* Updating Client records and ensuring information is up to date in our CRM system (Salesforce)

* Processing Client Withdrawals

* Processing client investment income and contribution amendments

* Assisting with Client/Adviser Administrative Enquiries

Skills and Behaviours

* Professional and confident in dealing with people, working with total discretion at all times

* excellent communication and organisational skills

* IT proficient (ideally using Microsoft Word, Excel, PowerPoint and Outlook

* Adept at problem solving

* Confident decision maker

* Open to change with a creative approach to problem solving

* Demonstrates a positive attitude at all times

* Works well on own tasks as well as on shared goals as part of a team

Job Type: Permanent, Full Time
Location: Burnley, Lancashire
Category: Accounting/Financial/Insurance
City: Burnley
County: Lancashire
Country: United Kingdom
Salary: £18000 – £22000/annum
Benefits: