Client Services Administrator

Client Services Administrator
Location: Cheltenham (GL53)
Salary: Highly Competitive + Discretionary Bonus
Hours: Full time

An excellent opportunity has arisen for a professional Client Services Administrator to join this friendly and proactive St. James s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

The Role: Client Services Administrator

The role offers variety and challenge, including but not limited to:

• • You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
  • Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
  • You will be setting up the clients' annual reviews, preparing all pre-meeting documentation and be able to produce the review letters
  • You will be responsible for managing the CRM database (Salesforce) and keeping all client details up to date

The Person: Client Services Administrator

• • This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can do working style
  • You have been working in as professional office environment for several years, and have good all-round experience of a adminstration support role
  • You have excellent IT and communication skills, are highly organised, resilient and can make decisions
  • Ideally, you will have used the Salesforce CRM system
  • You are a self-starter and able to work with little or no supervision
  • Most importantly, you are confident in dealing with Clients and third parties with total discretion
  • You will ideally have previous experience but training in some of these areas can be provided.

St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £242.44bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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