Client Services Administrator -Exeter
My client is a fast growing and leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing an advice service to HNW private individuals.
Their success has led to growth and they now have a superb opportunity for a Client Services Administrator.
Key Responsibilities will include:
?? Developing and maintaining effective relationships.
?? Being the point of contact for all servicing and new business queries
?? Preparing client meetings providing business support
?? Processing all business
?? Prioritising workloads to ensure all activities are conducted in a manner that will meet the agreed performance standards.
The ideal candidate will have 2-5 years' experience within the financial services industry, have a proven strong ethic of client services. Ideally hold the CF1 qualification. Have a professional telephone manner along with excellent written communication skills.
In return, you will receive the pleasure of working within a motivating and professional environment that houses a great team and an encouraging share culture. The salary is based on experience and will be up to GBP26k plus an extensive list of employee benefits.
Please contact Keely Parsons at Recruit UK on 01179-170414 and quote 11697 in confidence for further detail.