Assistant / Administrator / Associate - Staffordshire

A growing business is looking for a client relations / customer service focussed Assistant / Associate with proven experience in a Wealth Management, Banking, Fund, Investment, Insurance, Trust, Loan, Portfolio, Risk or similar financial services business. This is an office-based role located on the Shropshire / Staffordshire / West Midlands border.
 
The successful candidate will be responsible for making client appointments, preparing and distributing client meeting packs, answering and logging all client calls, inputting CFR documents on Salesforce, processing fund switches / rebalances & withdrawals, preparing business submission documents, liaising with the Paraplanning team as well as ensuring GDPR & FCA protocols are adhered to.
 
This is an excellent opportunity to build a career in the financial services sector. This Client / Customer Administrator role is paying up to £27,000 plus performance related bonus and benefits.
Salary:
£27,000
Type:
Permanent
Location:
Staffordshire
Sector:
Office
Ref:
23708
Contact Name:
Jon Heard

Latest Office Jobs

Admin Assistant

London - West / £25,000

A well-established, global business is currently seeking an Admin Assistant to join its team on a 4-month fixed-term basis. The business encourages flexibility, so you are able to work from home 2 days per week. The successful candidate will be responsible for providing exceptional customer service. You will handle customer enquiries including assisting with product...

Read more

Administrator

London - West / £25,000

A well-established, global business is currently seeking an Administrator to join its team on a 4-month fixed term basis. The business encourages flexibility, so you are able to work from home 2 days per week. The successful candidate will be responsible for providing exceptional customer service. You will handle customer enquiries including assisting with product...

Read more

Customer Service Advisor

London - West / £25,000

A well-established, global business is currently seeking a Customer Service Advisor to join its team on a 4-month fixed term basis. The business encourages flexibility, so you are able to work from home 2 days per week. The successful candidate will be responsible for providing exceptional customer service. You will handle customer enquiries including assisting...

Read more
View more

Exclusive roles, straight to your inbox

Not all our jobs make it online. Sign up for Job Alerts and receive our best roles first.