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Client Services Administrator

Gleeson Recruitment Group
Job LocationRedditch
EducationNot Mentioned
Salary23,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

I am seeking a Client Services Administrator for a client based within the Redditch area. You will be responsible for providing investor services for the tax-efficient products, operational support for the smooth running of the funds, and key support tothe rest of the team.The successful candidate may not have significant experience working in a similar role, but administrative experience in a financial or other regulated environment would be preferred.Key responsibilities

  • Following up with clients, keeping them informed as to the status of their application
  • Deliver outstanding professional communication and take ownership for client and intermediary queries, responding to calls, emails, and written enquiries, ensuring a quick turnaround time, whilst maintaining positive on-going relationships
  • Lead the preparation and distribution of ad-hoc documentation
  • Arrange for the timely payment of fees
  • Work closely with the Operations Manager to prepare client allocations for each investment made
  • Ensure tax certificates are generated correctly
  • On the successful exits of investment, work with the team to communicate this with investors and advisers and ensure the smooth distribution or reinvestment of proceeds
  • When an investment is unsuccessful, generate and distribute loss relief letters for our investors.
  • Prepare and distribute accurate valuation statements
  • Involvement in other projects or events as requested
Key Attributes
  • The successful candidate will be bright, outgoing, driven, and have an enthusiasm to learn
  • The successful applicant would need to rapidly develop a good understanding of tax efficient funds investment strategy
  • Experience of working in a financial or regulated environment
  • Highly organised with the ability to prioritise multiple tasks and deadlines
  • Excellent attention to detail, numerical reasoning, and written communication skills
  • Strong Microsoft Office skills with a solid working knowledge of Outlook, Microsoft Word and Excel and in particular, CRM and database use
  • An outgoing personality with excellent telephone skills; comfortable speaking on the telephone with clients and intermediaries
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

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