CLIENT SERVICES ADMINISTRATOR - PERMANENT – CHESTER – UP TO £32K - FULL TIME
Forrest Recruitment have a great opportunity for a Client Services Administrator to join a small, friendly team based in Chester.
Your duties will be:
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Support Paraplanners and Advisers with pre-sales administration tasks, such as setting up new client files, requesting quotes and preparing client agreements
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Provide Paraplanners and Advisers with up-to-date valuations for existing clients
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Give Advisers any relevant client information they need before meeting with clients
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Keep the back-office system accurate and up to date
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Maintain and update the internal email list
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Handle general client account updates
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Answer phone calls and handle initial enquiries
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Answer the intercom and welcome visitors
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Manage Adviser diaries
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Providing general administration support to the team
The successful candidate will have high attention to detail, have excellent communication, the ability to manage your own workload and a team player. Some great benefits on offer!
For further information about this opportunity please call Forrest Recruitment for a confidential discussion – (phone number removed). Alternatively, please forward your CV for immediate consideration, I look forward to hearing from you.
Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
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