Client Administrator (Wealth Management) GLASGOW
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| Job Type | Permanent |
| Area | North England / Scotland, UK |
| Sector | BankingFinancial ServicesOtherCustomer Services |
| Salary | Up to £26,000 plus bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12776 |
| Job Views | 55 |
- Description
- Client Administrator (Wealth Management) GLASGOW
Up to £26,000 plus bonus and benefits
Hybrid working available!
Due to rapid growth, an exciting opportunity has arisen to join a boutique Investment House based in Glasgow, as they seek to hire a Client Administrator to join their team. Joining the Select Portfolio Department, you will be responsible for ensuring that the Team’s operations run smoothly and efficiently, enabling them to deliver excellent customer service.
Duties of the Client Administrator to include:
- Managing client administration processes, such as on-boarding, Client Information Forms and Account Opening Documentation. You will ensure that these administrative processes are completed in a timely and efficient manner, without compromising the accuracy of the data.
- Interacting with clients and assisting with any queries via email or phone call. You will also triage enquiries to senior members of the team, or direct clients to the appropriate team member.
- Ensure that all administrative functions are always carried out in compliance with internal policies and regulatory framework, such as CASS regulation.
- Support members of the team with any ad hoc projects as and when required.
Requirements for the successful Client Administrator candidate:
- Previous experience in an administrative or team support role essential. Financial services / financial planning experience would be highly beneficial.
- Personable and professional with strong time management skills and a keen eye for detail
- Strong IT skills including Microsoft Office packages.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.