Overview
Client Service Administrator Jobs in London, England, UK at Barbara Houghton Associates
Our client is seeking a Client Services Administrator to join their team on a permanent basis. Hybrid working maybe an option.
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
Responsibilities include (but not limited to):
• Updating Confidential Financial Reviews input/updating
• Letter of Authority processing and chasing
• Oversee incoming funds
• Complete fund switches and send fund switch letters
• Pipeline review
• Respond to Client Inquiries (Technical and administrative)
• Manage workflow through Salesforce and Business Trackers
• Manage Outsourced Letter of Authority Process
• Manage Outsourced Administrative processes
• Continuous development towards AWM role
Skills and experience:
• Relevant experience in Wealth Management or Financial Services
• Willingness to complete CII exams
• Proficient in the use of Salesforce software
• Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills
For more information please send CV in to Tony Ward quoting job reference 16868TW
Title: Client Service Administrator
Company: Barbara Houghton Associates
Location: London, England, UK
Category: Administrative/Clerical (Business Administration, Data Entry, Office Administrator/ Coordinator), Finance & Banking (Business Administration, Office Administrator/ Coordinator)
