Client Services Administrator – Bath – £18,000
Client Services Administrator – Bath – £18,000 – £21,000An excellent opportunity for an experienced IFA Administrator or Fund Investment Administrator to join this Client Services Team.Job Role:•Provide key administrative support to IFAs and their clients. •You will operate as part of a team to deliver outstanding service. •Dealing with requests from Financial Advisers and their clients•Application processing, policy administration and broker administration•Provide the most efficient commission, registration and network support service. Skills and Experience Required•You must have Read more […]
CLIENT SERVICES ADMINISTRATOR
THE ROLE : The « Client Services Administrator » will be responsible for assisting the client operations teams with achieving the group strategies and targets with new business acquisitions. New Business Take On Support: Assist / support in: – Coordinating system set up, validation and adherence to take-on processes. – Liaising with appropriate shared service, compliance, legal, risk and business activity teams. – Ensuring correct finance parameters are established upon contract signing. – Completion of internal documentation and required new business risk assessments. – Completion of request Read more […]