Client Support Administrator - Partner Practice
Client Support Administrator Location: Maidstone Salary: Circa &163;25,000 pro rata &43; bonus Benefits include: daily lunch allowance and free parking Hours: 4 days a week ( &163;20,000 pa) Are you looking for an exciting opportunity to use your skills, experience and personality in a new role providing excellent levels of client servicing support; and contributing to the success of the business as a key member of a small Practice Support team in a dynamic Partner Practice of St James’s Place Wealth Management Plc? If so, we would love to hear from you. The Practice provides bespoke financial advice and services to executives, managers, families and entrepreneurs. St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of &163;116bn. The Role - Client Support Administrator Effective management of the Partner's diary, liaising with clients to organise meetings, and ensuring all relevant information and documentation is available Meeting and greeting all visitors to the Practice, and proactively liaising with clients to resolve queries and build strong working relationships Managing the database of clients, systems and processes to ensure the business is fully compliant at all times Processing new business Manage the client review meeting process and client on-boarding process, including the completion of Trust documentation if required. Maintaining regular contact with SJP Admin centres and managing third party suppliers to ensure all client related documentation is processed accurately and efficiently Proactively looking for ways to reduce the Partner's workload Liaising with the relevant technical departments at head office, ensuring accurate tracking of the delivery of client services and correct responses to client queries are delivered within agreed timescales Ensuring client outcomes are at the forefront of every action and client satisfaction is kept at a high standard Working on marketing projects and supporting other team members to deliver service excellence The Person - Client Support Administrator To be considered as a Client Support Administrator, you will need: Ideally, have worked in an administrative role in St. James’s Place or Financial Services business and have a good working knowledge of the regulated financial services market and fundamental business principals. Be self-motivated with a high level of personal integrity. Have excellent client service skills and be comfortable dealing clients face to face or on the phone. Have excellent verbal and written communication skills and enjoy developing new processes and procedures. Have excellent IT and database management skills in a wide variety of applications, including Microsoft Word and Excel, and easily acquire new technical skills. Be highly numerate and comfortable working in a regulated environment. Have knowledge of database and client management systems. Be able to adapt, demonstrate flexibility and have a professional and positive attitude in the face of change. Be able to work under own initiative, making informed decisions to resolve issues Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.