Wealth Management Administrator

Wealth Management Administrator

at Sweden Renewable Energy Investments AB

We are offering a great opportunity to work with a fantastic financial services organization where you can develop a worthwhile career.

The role of the Client Services Administrator is to provide first‑class client care for clients of the business.

• Processing of new business following all company procedures and processes
• Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its client and community
• Dealing with new and existing client communications and queries
• Supporting and dealing with new enquiries
• Supporting and dealing with existing client enquiries
• Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
• Continuous professional development to meet personal development needs

• Reports to:
  
  Client Services Manager/Operations Manager
• Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
• Supporting the onboarding of new clients into the business
• Maintaining existing client review communications
• Working within the Client Services team to support and deal with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained
• Supporting the delivery of and achievement of the client service standards
• Client continual improvement feedback communications and maintenance
• Individual workflow and task delivery

• Communication skills that allow you to inform, help and advise clients clearly and to liaise effectively with other professionals
• Listening skills, to understand exactly what clients require
• Problem‑solving skills
• Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations
• Creative thinking, to be able to come up with new ideas to improve customer service standards
• An ability to work well under pressure
• Organisational and planning skills to develop customer services policies
• Good personal presentation, especially when working with clients face to face
• A commitment to improve your own customer service skills on an ongoing basis
• Keeping up to date with legislative and industry changes which affect the business and its clients

Entry level

Full‑time

Finance and Sales

Banking