Administrator - Client Relationship Team
Job Ref: LF
40062
Are you ready to make a meaningful impact in the financial services sector? As an Administrator in the Client Relationship Team, you'll be the backbone of a vital operation, ensuring retirement products are handled seamlessly and clients feel valued. This role focuses on maintaining long-term relationships with members, advisors, and intermediaries while combining administrative precision with relationship-building, making every day varied, impactful, and rewarding.
Location
Duties for this role include, but are not limited to:
- Administering a portfolio of retirement product plans.
- Responding to queries from members, intermediaries, and introducers.
- Ensuring client data is accurately maintained across systems including Viewpoint.
- Liaising with internal teams to coordinate tasks and process requests efficiently.
- Reviewing documentation for compliance and suitability prior to processing.
- Managing customer due diligence checks and liaising with compliance as required.
- Building professional relationships with advisors and external stakeholders.
- Upholding the firm's values, including superior service, collaboration, and ethical conduct.
Skills / Qualifications
The ideal candidate will have 1-2 years' experience in financial services or client servicing, with an understanding of retirement products preferred. Strong communication, organisation, and IT skills are essential, along with a diligent and client-focused approach. Experience with compliance and CDD processes would be advantageous.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].
If you wish to apply for this role, please submit your CV via the Apply Now button below.