Client Services Administrator Apprentice

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 Preparing 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 Creating and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to 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 Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Giving clients a professional welcome from our reception desk for meetings held onsite Obtaining and maintaining a good knowledge of products offered

Training:
Business Administrator Level 3 One day study per week - remote training Monthly visits from assessor

Training Outcome:

Could lead to a permanent position for the right person. 

Employer Description:

For over 25 years, our business has serviced clients across the UK. First and foremost we are a people business; nothing gives us more pleasure than watching our clients prosper thanks to our advice.

Over this period, our mission has remained the same: to provide excellent financial advice and excellent client service, by recruiting and developing excellent people.

Working Hours :
8.30am - 5pm Monday - Thursday, 4pm finish on a Friday.

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Team working