Client Services Manager

£25,000 - £28,000

Tring

We are looking for an excellent administrator to work with our clients in Tring, you will be the first point of contact for clients assisting with general queries, booking appointments and preparing files.

The role:

  • Provide the administration support to financial planners
  • Maintain up to date client files and data.
  • Obtain illustrations, valuations and other information as required.
  • Electronic diary management for client reviews and new client meetings.
  • Manage the administration and workflow using an online system
  • Process and track applications to ensure all documentation is correctly loaded.
  • Develop, implement and review processes.
  • Prepare annual review listings by month.
  • Prepare and issue annual review data (fact find, etc.) For financial planners to use with clients.
  • Liaise with clients and providers.
  • Operate within the compliance and corporate standards of the business.
  • Undertake appropriate professional development and training.

Requirements:

  • Excellent communication skills – team working and communicating with clients via telephone and email.
  • Proactive, willing to continue to develop and enthusiastic.
  • Highly organised and excellent attention to detail
  • Able to prioritise
  • Computer literate (Word, Excel, Enable).