Client Services Administrator

To provide administrative support for all Investment Directors and Investment Managers.

• Learn how to process new business/accounts and maintain accurate and up to date information;
  Work closely with various administration support departments to ensure accurate and timely records are kept up to date for all clients.;
  Learn how to liaise with clients, providers, other third parties and other departments as required;
  Ensure client fees are settled in a timely manner and monitoring debtors list;
  Any other administrative tasks within the department as and when required;
  Learn how to file work on the CRM database;
• Undertake any additional duties as and when requested by the Line Manager/Director.

• Articulate with good communication skills;
  Works well on own initiative;
  Ability to manage own, sometimes demanding, workload and excellent time management skills;
  Ability to remain calm and tactful when under pressure;
  High level of care and attention to detail even when working under pressure;
  Ability to work within a team;
  Flexible;
  Organized and passionate about providing quality support;
  Positive outlook & personality and the ability to get on well with other people. A level (or equivalent) standard with GCSE pass in English & Maths;
  Computer literacy is essential. Proficient in Google Mail/Drive/Sheets/Word;
  Experience of Document Management System and document scanning an advantage;
  Financial Services administration background is advantageous but not essential. Investments; desirable.