Wealth Client Services Administrator - Temporary

My client who is based in Whiteley are looking for some interim support to help cover maternity leave within the administration team.

Client Details

My client is within the financial services industry.

Description

As the Wealth Client Servicing Administrator you will be responsible for:

Being the first point of contact for all client calls
Filtering mortgage and wealth management emails for the partner
Organising meetings on behalf of the partner and putting these in the diary
Transcribing meeting notes and updating the system accordingly
Confirming action points with clients following meetings
Proactive client service management
Keeping clients updated on significant stages of their wealth management investment, liaising closely with Paraplanner.
Calling clients one month after investment to review client servicing preferences
Working closely with Paraplanner and Business Processor to ensure smooth running of business.Profile

In order to be considered for the role you will:

Have previously worked in a similar role, ideally within wealth management or financial services
Be well organised and be able to work in a fast paced role
Have clear written and verbal communication skills
Have good knowledge of MS Office packagesJob Offer

The chance to work in a varied interim role