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Senior Client Support

Employer
Hales Group
Location
Bury St Edmunds
Salary
£30000/annum
Closing date
21 Sep 2021

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Job Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Senior Client Support, £30,000 per annum

Monday to Friday, 40 hours per week

Financial company based in Bury St Edmunds

Our client is looking for a friendly and enthusiastic individual to join their busy team in their Bury St Edmunds office.

Main Duties:

Administering clients’ portfolios using a multiple of online portals and platforms
Processing new business and liaising with clients, providers and internal departments
Preparing clients’ annual portfolio summaries
Preparing income drawdown reviews
Supporting the financial planners and technical teams
Assisting departmental manager with training and development of the customer care and support team
Maintaining client databases accurately
Essential Skills

Experience within financial administration / client support
Previous experience working with platforms such as Standard Life Wrap Platform
Knowledge of rebalancing client’s portfolios
If you would like to apply for this role, email your CV to outlining your suitability for the role

Hales Group Ltd collects and keeps information from applicants, so that we can monitor our recruitment process, ensure compliance with the Equal Opportunities policy, and when appropriate send you details of future job opportunities. We keep your name and address, and details of your application. If you do not want us to do this please contact your local branch

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