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Client Support Administrator

Page Personnel Finance
Job LocationLiverpool
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Page personnel are working hand in hand with this reputable investment business to recruit for a Client Support Administrator for their busy Liverpool City Centre Office.Client DetailsThis reputable business has over 100 years experience in being market leaders in what they do! If you are looking to work in a fast-paced, high-flying and exciting environment then look no further! With over 1,000 employees you will certainly be joininga friendly organisation with a massive scope for progression.DescriptionThe key responsibilities for this client support administrator role will be:

  • To provide administrative support to the whole Financial Planning team to ensure a commercial, high quality, low risk client service can be delivered.
  • To ensure client data is accurate and up to date to support the client service, marketing, strategy and BI requirements of the business.
  • Ensuring client records are accurate and up to date and where necessary data cleansing of systems. This may also include regular monitoring
  • Contributing to the testing of IT systems, processes.
  • Processing client letters of authority to providers, reviewing plan information and obtaining any missing information in a timely manner.
  • Updating FPs, FPAs and CSEs with progress on data collection.
  • Inputting, attaching and maintaining client information on Adviser Office and RFP systems as required. Ensuring BI can be obtained as needed.
  • Following department processes and procedures, ensuring information is up-to-date and accurate.
  • Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and the efficient income for the company and correct financial reporting collection.
  • Contributing to the collating/updating Agency agreements with providers, as well as setting up new users on 3rd party platforms.
  • Completing projects on an ad-hoc basis for RFP
  • Other administration duties required from time-to-time as directed by the department manager
ProfileThe successful Client Support Administrator will require:
  • Previous experience working within the financial services sector
  • Strong administration knowledge
  • GCSE or equivalent in Maths and English grade C or above
  • Excellent numeracy skills.
  • Good communication skills
  • A high standard of accuracy and attention to detail
  • Must be able to use your own initiative and work closely with Managers in a proactive manner
  • Methodical and conscientious approach to work. Follow procedures in line with internal processes and regulatory requirements
  • Excellent telephone manner
  • At least 12 months experience in an office environment within the financial industry
  • Excel knowledge
  • Ability to learn and embrace new technology
Job OfferThe fantastic benefits for this role are:
  • Competitive Salary
  • Hyrbid Working
  • A company pension
  • Private medical insurance
  • Life assurance
  • Company share scheme
  • Season ticket loans

Keyskills :
operationsIFAgraduateadminfinanceinvestmentadministrationIFA Administratorclient supportclient serviceswealth managementFinancial administrator

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