Job Title: Experienced Client Services Administrator
Location: London, offering hybrid working
Salary: £24,000 – 26,000 per annum
Job Type: Full Time, Permanent
This role is responsible for the ownership of core administration or processing activity for the team, with little supervision. Contributing to the provision of excellent and efficient investment administration service to clients and discretionary investment managers. Expert knowledge in the service offering that Punter Southall Wealth provides its clients and has the ability to volunteer to participate in firm wide projects and tasks.
Role Objectives:
- Produce accurate, professional end client documentation on a timely basis
- Provide high quality administrative support to clients, desk head and team.
- Demonstrate an excellent level of understanding of all the products and services offered by Punter Southall Wealth.
- Adherence to the Pinter Southall Wealth/PSG data security policy at all times
- Actively contribute to the enhancement of front office procedures, processes and ad hoc projects
- Team work – assist and support the Client Service Delivery team to manage peaks and troughs of work load
- Continually seek ways of improving quality, service delivery and efficiencies in processes and procedures
- Lead by example, act as a role model for the Client Service Delivery team
- Deliver excellent quality administrative support to the client, and the discretionary investment managers
- Always act professionally and with integrity, focusing on the end client outcome
Key Duties
General:
- Address and answer client, intermediary and senior management queries
- Assist with answering telephones, general administration, filing and post
- To have read and to demonstrate good understanding of internal company procedures and processes, with the ability to challenge such procedures in a constructive way in order to contribute to the continual development of the client service function
- Assist with client and adviser queries in respect of the client portal undertaking training to ensure a good understanding of the available functionality and in order to assist clients / advisers with trouble shooting
- Assist the with the collation and distribution of valuations, tax packages and general mailshots to ‘get the job done’
- Undertake projects or duties provided by the investment managers or client service delivery team from time to time
Key Areas:
- Administration and 1st Line defence activities
- Supervision and mentoring ( junior administrators)
About you:
- A self-motivated approach to professional and personal development
- Approachable and the ability to listen and follow instructions, procedures and assimilate information quickly in a consistent and accurate manner
- Proactively take ownership and responsibility for own workload
- Enthusiastic, positive and flexible approach to work pressures
- A high degree of accuracy and attention to detail both written and numerical is required in order to perform their dutiesIf this is you, we look forward to hearing from you!
- Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and over the telephone
- Able to work as part of a multi-disciplined team with a positive ‘can do’ attitude
- Good analytical and problem solving skills, capable of anticipating, resolving and owning problems through to resolution
- Able to recognise the need for a customer focused approach to their service delivery both in terms of quality and exceeding customer expectations
- Always seek ways of improving quality, service delivery and efficiencies in processes and procedures and contribute to the success of the client service delivery team
- Excellent organisational and time management skills and the ability to work in advance of deadlines and prioritising multiple tasks
- Experience in finance desirable, but not mandatory
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with experience of: Client Support Administrator, Client Services Support, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.
