Administrator – client & wealth manager Work, Jobs in Wethersfield, Ess (with Salaries)

Administrator – Client & Wealth Manager Support
Charles Stanley —Chelmsford
- Full-time
- Writing skills
- Administrative experience
- Organisational skills
3d
Administrator – Client Accounts
Charles Stanley —Chelmsford
- Full-time
- Microsoft Word
- Organisational skills
- Communication skills
3d
Financial Services Administrator
Verlingue —Bury St. Edmunds
- £30,000 a year
- Full-time
- CRM software
- Writing skills
- Organisational skills
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Administrator – Client & Wealth Manager Support

Charles Stanley -
Chelmsford

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Job details

Full-time
3 days ago

Qualifications

Technical troubleshooting
Stakeholder liaison
Writing skills
User account provisioning
Administrative support experience
User account management
Administrative experience
Organisational skills
Customer support
Customer interaction
Communication skills
Help desk

Full job description

About the Role

In this role, you'll provide high-quality administrative and operational support to both our clients and Wealth Managers, helping to ensure a seamless and positive service experience.

You will be the first point of contact for a wide range of enquiries, taking ownership of requests, resolving issues efficiently, and supporting key administrative processes. This is an excellent opportunity for someone who enjoys problem-solving, building relationships, and delivering outstanding service in a fast-paced environment.

This role is a 12-month fixed term contract.

What You'll Be Doing

Monitor and manage multiple shared inboxes, prioritising workloads and ensuring tasks are completed accurately and on time.
Support client and account onboarding activities where required.
Manage the Client Support helpline and inbox, assisting clients with online systems and escalating issues when necessary.
Take ownership of client enquiries and provide first-line technical support for Client Access, including troubleshooting access and browser-related issues.
Support branch offices with the activation and administration of Client Access user accounts.
Administer the Wealth Manager Support inbox, responding to a variety of operational, procedural, reporting, and administrative enquiries.
Take ownership of Wealth Manager queries, driving timely resolutions and delivering an excellent service experience.
Assist Wealth Managers with escalated enquiries and service-related issues.
Maintain accurate records, documentation, and audit trails in line with regulatory and compliance requirements.
Identify and escalate potential risks in accordance with company policies and procedures.
Provide a professional, responsive, and high-quality service to both internal and external stakeholders.
Support the wider team with additional administrative responsibilities as required.

What We're Looking For Qualifications & Experience

GCSEs (or equivalent), including Maths and English.
Previous experience in an administrative or customer support role.
Experience working in a client-focused environment is desirable.

Skills & Attributes

Excellent written and verbal communication skills.
Strong stakeholder management and customer service skills.
A proactive and solutions-focused approach to problem-solving.
Strong organisational skills with the ability to manage competing priorities.
High attention to detail and accuracy.
Ability to work collaboratively within a team while taking ownership of individual responsibilities.
Positive, professional, and approachable attitude.
Ability to act as a positive role model and ambassador for excellent service.

Why Join Us?

This is an opportunity to play a key role in supporting both clients and Wealth Managers, helping to deliver outstanding service and contribute to the smooth running of the business. If you're organised, customer-focused, and enjoy working in a collaborative environment, we'd love to hear from you.

Apply today and be part of a team committed to delivering exceptional client experiences.

Apply Now

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administrator – client & wealth manager jobs in wethersfield, ess

Administrator – Client & Wealth Manager Support

Administrator – Client Accounts

Financial Services Administrator

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