Administrator

Are you an experienced Administrator looking to get into the Finance industry? Do you have experience working in the Financial Services Industry supporting a number of clients? We have the position for you!My client who are based in Petersfield are seeking a Client Servicing Manager to join their team! You will be working for a Chartered Financial Practice who look after a number of clients. The practice supports its team members through formal qualifications and personal development goals. The Client Servicing team is accountable for all client administration and servicing activity. The tasks can vary from meeting arrangements, follow up meeting notes, new business processing, transfer requests and more complex servicing transactions.Daily DutiesResponding to new / existing client queries received via phone and email.Updating the Salesforce system with all appropriate information (including creation of client records).Booking client meetings and completing appropriate meeting preparation.Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions.New business processing and business submission.Support to all advisers on client servicing activities.Completion of all tasks allocated via Salesforce including ad hoc tasks.Preparation and follow up on regular client reviews.Recording and processing of client gifts under referrals process.Skills & ExperienceExcellent customer service experienceStrong written and verbal communication skills at all levelsHighly organised and efficient with their workloadProactive and solutions focusedAbility to prioritise their workloadExcellent client service skills regardless of communication methodDriven to achieve personal and professional goals as well as the company visionWorks well as part of the team but can also self-motivateApproachable and friendly during all interactions with different departmentsPrevious client service experience in a professional environment is essentialFinancial Services industry experience desirableTo be able to adopt new changes and have confidence to share ideas