• Client Services Administrator

Client Services Administrator in Birmingham

Location: Birmingham

Salary: £24,000,000 per year

Recruiter: Bell Cornwall

Date Advertised: 2024-06-28

Client Services Administrator


BCR/AK/11005


Erdington/Castle Bromwich


£24,000-28,000 DOE


Bell Cornwall Recruitment’s client is a successful Financial Services company with offices in Erdington/Castle Bromwich.

They are looking to grow their client services team due to a company wide expansion!


Please view the details of this Client Services Administrator role below:


The Role:


  • Liaise with internal and external parties- first point of contact for clients
  • Updating and ensuring all supporting documentation is maintained
  • Oversee management of annual reviews and portfolio reviews
  • Prepare Platform withdrawals / fund switches / transactions for approval
  • Respond to customer queries with standard letters or draft relevant responses
  • Further ad-hoc administrative duties

    • The Ideal Client Services Administrator will have:


  • 2 years or more experience at an IFA Practice (Highly Desirable)
  • Experience in Financial Services (Essential)
  • Experience using Intelligent Office
  • Great communication skills both written and verbal
  • Excellent professional presentation
  • Long term plans to remain within a client services role

    • Read More

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