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Permanent

Client Servicing Administrator

Altrincham
money-bag 28000.00-28000.00 Annual
3111209999
Posted 1 week ago

Client Servicing AdministratorLocation: AltrinchamHours: Monday to Friday, 9:00am - 5:00pm (flexibility available)OverviewAn excellent opportunity has arisen for a highly organised and client-focused individual to join a busy and professional operations team as a Client Servicing Administrator.This role is central to delivering a seamless and high-quality client journey. You will play a key part in supporting advisers and ensuring that all client servicing activities, including review scheduling and engagement, are carried out efficiently and accurately.Key ResponsibilitiesServe as a main point of contact for clients, delivering a consistently high standard of service both over the phone and in personProactively identify clients due for financial reviews using internal systemsCoordinate and schedule client review meetings (both face-to-face and virtual)Effectively manage adviser diaries and ensure optimal planning of appointmentsPrepare and distribute client review documentation to a high standardMaintain accurate and up-to-date client records, logging all interactions within internal systemsConduct follow-ups with clients to ensure engagement and continuity of serviceProduce reports to support advisers in preparation for client meetingsSupport ongoing client engagement activities, including scheduled communicationsEnsure all administrative processes are completed in line with regulatory and company standardsContribute to the smooth running of the office through general admin

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