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RGH-Global Limited
Client Services AdministratorRGH-Global Limited • Wolverhampton, United Kingdom
Client Services Administrator

Client Services Administrator

RGH-Global Limited • Wolverhampton, United Kingdom
30+ days ago
Job type
  • Full-time
  • Permanent
Job description
Client Services Administrator Pattingham, South Staffordshire WV6 Permanent Full-time Competitive Salary About the Role We are seeking a Client Services Administrator to join an established and growing wealth management practice. This is a full-time, permanent opportunity working within an experienced team and delivering administrative support in a vibrant and fast-paced environment. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service. Key Responsibilities Making appointments for clients and calling them in advance to confirm, sending out relevant pre-meeting information Answering and logging all incoming client calls, passing on messages and ensuring that any updates to client contact information are captured on the CRM system Preparing new and existing client meeting packs, including wealth account reports, investor returns, valuation documents and any other necessary information for the adviser Creating and maintaining client records on Salesforce to ensure that GDPR, FCA and regulatory protocols are adhered to Generating correspondence to clients, including post-review letters Liaising with external providers and companies by letter, telephone and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post-meeting actions Preparing business submission documents for onward allocation to the paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings Managing own and/or adviser mailboxes in a timely and professional manner Welcoming clients professionally from reception for on-site meetings Prioritising and managing own workload effectively Maintaining a good knowledge of products offered and managing own learning and development Providing cover for other team members as required Participating in team meetings Skills and Experience Essential: Excellent communication skills — both written and verbal High attention to detail and accuracy in all work Ability to prioritise workloads and meet deadlines under pressure Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems A team player with a proactive and solution-focused attitude Excellent customer service skills Desirable: 2 years of experience working within a wealth management environment Previous experience of working within an SJP partner practice Strong understanding of pensions, investments and protection products Good knowledge of FCA regulations and compliance requirements Salesforce experience Benefits Competitive salary Pension Private Health Care after successful completion of probation period Private Medical Insurance cash plan covering dental and optical 25 days holiday plus bank holidays Early finish on Fridays Team socials and a great team culture Location: In-person, South Staffordshire Start Date: As soon as possible Contract Type: Full-time, Permanent Probation Period: 6 months
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Client Services Administrator • Wolverhampton, United Kingdom

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