Client Support Administrator

4 days left

Recruiter
Clark James recruitment
Location
Cheshire
Salary
£23,000 per annum
Posted
25 Jan 2018
Closes
22 Feb 2018
Contract Type
Permanent
Hours
Full Time

A very exciting position has arose with a leading national financial practice based outside of Manchester for a Client Support Administrator. This position will be working in the HNW and UHNW sporting professionals team. An outstanding career opportunity.

Responsibilities

  • Providing an efficient new business processing service for sales consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly
  • Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
  • Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
  • Preparing invoices for work completed for clients
  • Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
  • Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
  • To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

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