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|Salary||£18k to £20k|
UK & Regional
Pensions & Employee Benefits
Client Support Administrator up to 20k + Bonus + Benefits
An exciting opportunity has arisen to join a leading Asset Management Company in Cheshire. The Financial Services Organisation is seeking a Client Support Administrator to join on a permanent basis.
This is an excellent opportunity to work with the Intermediary Sales team and provide admin support to a range of clients, including; The Intermediary Sales Managers (Financial Advisers), IFA firms, Portfolio Advisers and Intermediary Clients. This role is crucial in ensuring that a competent and efficient service is delivered to all of these clients.
Checking application forms
Producing Investment Proposals on behalf of the Business Development Director
Producing Confirmation letters
Obtaining terms of business for IFA firms, setting up agency agreements on the database
Account opening/database updates
Processing regular payment and withdrawal requests
Managing printing and posting requests
Arranging online access for clients and advisers
Incoming letters, covering all aspects of client instruction and enquiries/ensuring the IFA is informed
Dealing with information requests and providing valuations
Producing fee statements
General administration duties, filing, scanning etc.
Assisting the Relationship Managers with maintaining the relationship with the IFA Firm and ensuring that all Service Level Agreements are adhered to
Rapport building with client/IFA
Written communication with clients/IFAs
Monitoring team email inbox and dealing with requests
Reviewing Client/IFA Fee Structures
Managing workflows and ensuring that all tasks are completed within strict deadlines
Dealing with clients/IFAs on behalf of other departments
Liaising with third party providers as part of the client/IFA relationship
If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.
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