Client Services Administrator Apprentice

Purpose: To ensure that client appointments are managed properly and all necessary pre and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.   

Duties (not limited to):

Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to Generate correspondence to clients, including post review letters Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and shared mailboxes in a timely and professional manner Giving clients a professional welcome from our reception desk for meetings held onsite Prioritising and managing own workload Obtaining and maintaining a good knowledge of products offered Managing own learning and development, attending relevant training sessions where needed Provide cover for other team members upon request as per the business need To uphold the standards of the client service charter Participation in team meetings

Training:

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation
SKILLS EDGE TRAINING LTD.

Your training course
Financial services administrator.

Equal to Level 3 (A level).

Training Outcome:

Further training and development opportunities within the team.

Employer Description:

Wealth management company, a senior partner practice of St James’s Place. Providing a range of services including investment, retirement and protection planning.

Working Hours :
Monday to Thursday: 8.30am to 5pm Friday: 8.30am to 4pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Accuracy,Able to prioritise