Client services administrator Work, Jobs in Lydney, Gls (with Salaries)

Client Services Administrator
Cactus Financial Planning —Cheltenham
- £13 - £15 an hour
- Part-time
- Salesforce
- Analysis skills
- Organisational skills
- Health & wellbeing programme
- Flexitime
Quick apply
2d
Administrator
Oxleas NHS Foundation Trust —Wotton-under-Edge
- £25,760 - £27,476 a year
- Full-time
- Remote
- English
- Communication skills
10d
Sales Administrator / Sales Progressor
Cook Residential —Cheltenham
- £27,500 - £31,000 a year
- Full-time
- Sales
- Customer service
- Administrative experience
Quick apply
8d
Administrator
Serco Group —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Computer literacy
- Microsoft Office
- Annual leave
- Employee assistance programme
Financial Services Administrator
Odyssey Financial Planning Ltd —Cheltenham
- Up to £30,000 a year
- Overtime
- Hybrid work
- Basic maths
- Organisational skills
- Financial services
Quick apply
Test Centre Administrator (Bristol, UK) (24926)
Pearson —Bristol
- £13.60 an hour
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
12d
Strutt & Parker - Administrator
BNP Paribas —Cirencester
- Full-time
- Microsoft Outlook
- Customer service
- Organisational skills
- Annual leave
- Employee discount
Administrator - Helpdesk Team
A & R Services —Bristol
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Accounting
Quick apply
10d
Asbestos and CCTV Drainage Administrator
Smiths Gloucester Limited —Gloucester
- Monday to Friday
- Free parking
- Employee discount
Quick apply
HR Administrator
HR Star —Gloucester
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
Quick apply
3d
Administrator (Fixed Term)
Markey Construction Ltd —Hardwicke
- Up to £27,000 a year
- Full-time
- Microsoft Powerpoint
- Customer service
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
10d
Contact Support Team Leader
Hartley Pensions —Bristol
- £33,000 - £37,000 a year
- Full-time
- Hybrid work
- Management
- English
- IT
Quick apply
1d
European Operations Administrator
Simarco —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
Office Administrator
The Bridge Foundation —Bristol
- £24,500 a year
- Temporary
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Office Administrator
Williams Lea —Bath
- £26,227.50 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
Experienced IFA Administrator
Cheltenham IFA Ltd —Cheltenham
- £27,500 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Profit sharing
- Life insurance
Quick apply
9d
IFA Senior Administrator
Legal & Medical Investments Ltd —Cheltenham
- £25,800 - £30,753 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
Office Administrator (Fixed Term Contract)
Markey Group —Gloucester
- Up to £27,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
10d
Process Assistant - Recruitment
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Annual leave

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Client Services Administrator

Cactus Financial Planning
Cheltenham

Quick apply

Job details

Permanent | Part-time | Full-time
£13 - £15 an hour
2 days ago

Benefits

Health & wellbeing programme
Flexitime
Company pension
Life insurance

Qualifications

Salesforce
Analysis skills
Organisational skills
Customer support
Financial services
Communication skills

Full job description

Overview
We are seeking a dedicated and proactive financial administrator to join our expanding client servicing team. You will be addressing all aspects of client administration ensuring portfolios are maintained on various investment platforms, updating client records and producing client facing documentation. Your ability to communicate effectively and analyse client requirements will be crucial in fostering strong relationships and driving client satisfaction across our client bank.

Duties

Serve as the main liaison between clients and financial advisers, addressing enquiries and resolving issues promptly.
Using Intelligent Office (Intelliflo) to manage client and case information.
Liaising with product providers to obtain client information and policy illustrations.
Chasing outstanding documentation and monitoring case progress.
Preparation of client reports and valuations.
Processing investments, fund switches and sales documentation and new business.
Conduct regular follow-ups with clients to ensure their satisfaction and gather feedback on services provided.
Assist in the onboarding process for new clients, ensuring they are informed about our services and processes.
Preparing documentation for client appointments and meetings.
Collating and sending investment information and reports to clients.
Ensuring all data entry is completed accurately and within specified timelines.
Understanding and implementing compliance and regulatory requiements.

Experience

Previous experience in a client services or customer support role within the financial services industry.
Being able to work independently and as part of a team.
Strong communication skills, both verbal and written, with an ability to engage effectively with clients at all levels.
A proactive approach to problem-solving with keen attention to detail.
Excellent organisational skills.

If you are passionate about delivering outstanding client service, we encourage you to apply for this exciting opportunity!

We are not looking to engage with any Recruitment Consultancies.

Pay: £13.00-£15.00 per hour

Benefits:

Company pension
Flexitime
Health & wellbeing programme
Life insurance

Experience:

financial administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

client services administrator jobs in lydney, gls

Client Services Administrator

Administrator

Sales Administrator / Sales Progressor

Administrator

Financial Services Administrator

Test Centre Administrator (Bristol, UK) (24926)

Strutt & Parker - Administrator

Administrator - Helpdesk Team

Asbestos and CCTV Drainage Administrator

HR Administrator

Administrator (Fixed Term)

Contact Support Team Leader

European Operations Administrator

Office Administrator

Office Administrator

IFA Office Administrator

Experienced IFA Administrator

IFA Senior Administrator

Office Administrator (Fixed Term Contract)

Process Assistant - Recruitment

I want to receive the latest job alerts for client services administrator in lydney, gls

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