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Client Services Administrator

Client Services Administrator

  • Location

    Redditch, Worcestershire

  • Sector:

    Office Support

  • Job type:

    Permanent

  • Salary:

    £23000.00 - £25000.00 per annum

  • Contact:

    Jane Spearman

  • Contact email:

    janespearman@workwithglee.com

  • Job ref:

    BBBH25806_1634656799

  • Published:

    about 2 months ago

  • Expiry date:

    2021-11-30

  • Consultant:

    #

I am seeking a Client Services Administrator for a client based within the Redditch area. You will be responsible for providing investor services for the tax-efficient products, operational support for the smooth running of the funds, and key support to the rest of the team.

The successful candidate may not have significant experience working in a similar role, but administrative experience in a financial or other regulated environment would be preferred.

Key responsibilities

  • Following up with clients, keeping them informed as to the status of their application
  • Deliver outstanding professional communication and take ownership for client and intermediary queries, responding to calls, emails, and written enquiries, ensuring a quick turnaround time, whilst maintaining positive on-going relationships
  • Lead the preparation and distribution of ad-hoc documentation
  • Arrange for the timely payment of fees
  • Work closely with the Operations Manager to prepare client allocations for each investment made
  • Ensure tax certificates are generated correctly
  • On the successful exits of investment, work with the team to communicate this with investors and advisers and ensure the smooth distribution or reinvestment of proceeds
  • When an investment is unsuccessful, generate and distribute loss relief letters for our investors.
  • Prepare and distribute accurate valuation statements
  • Involvement in other projects or events as requested

Key Attributes

  • The successful candidate will be bright, outgoing, driven, and have an enthusiasm to learn
  • The successful applicant would need to rapidly develop a good understanding of tax efficient funds investment strategy
  • Experience of working in a financial or regulated environment
  • Highly organised with the ability to prioritise multiple tasks and deadlines
  • Excellent attention to detail, numerical reasoning, and written communication skills
  • Strong Microsoft Office skills with a solid working knowledge of Outlook, Microsoft Word and Excel and in particular, CRM and database use
  • An outgoing personality with excellent telephone skills; comfortable speaking on the telephone with clients and intermediaries

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