Client Services Administrator



posted 10 Jun 24

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Client Services Administrator


Apply now

About this role

Client Services Administrator (Hybrid)
£30,000 - £34,000
Glasgow City Centre

Do you have experience in investment banking? Are you looking to advance your career with one of the top wealth management firms in the UK?

Search are recruiting for an experienced Client Services Administrator on behalf of our client in investment banking. We are seeking an organised and detail-oriented individual with relevant experience in the field. The successful candidate will provide comprehensive administrative support to Financial Planners, ensuring client satisfaction through direct interaction with clients and collaboration with other operational colleagues, all while adhering to regulatory standards.

35 hours per week:
Mon - Fri 09:00 - 17:00

Benefits include:
* Hybrid working (2 days at home)
* Private Medical
* Life Assurance
* Buy and sell holidays

Main duties include:
* Work closely with Financial Planner to ensure excellent client outcomes
* Develop and maintain strong relationships with clients through regular contact
* Maintain back-office systems and client records in accordance with company policies
* Request policy information from third-party providers, where applicable
* Liaise with operational teams for support on transfers, corporate actions, and data changes, where necessary
* Prepare meeting packs and valuations, as required

The ideal candidate:

* Proven experience within investment and wealth management
* Experience in assisting Financial Planners is desirable
* Ability to work under pressure and prioritise tasks effectively
* Excellent written and verbal communication skills, along with strong influencing and organisational abilities
* Ability to use judgement and reasoning to propose solutions to problems

This position will suit a candidate who is prepared to work in a fast-paced environment, who works well under pressure and is keen to progress within a successful organisation.

Please apply now or contact me on [email protected] if you need any further information.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

  • Contract Type


  • Specialism

    Business Support

  • Working pattern

    Full Time

  • Job ref


  • Expiry date

    10 July 2024

Apply now

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