Client Servicing Administrator - #1725627

Client Servicing AdministratorLocation: London/HybridSalary: Up to £38,000, depending on experience + excellent benefit package

Are you an enthusiastic Client Servicing Administrator who could fulfil a vital support function within a busy Financial Services and Wealth Management office?You will be working as part of the team at a highly respected Partner Practice of St. James’s Place Plc who provide bespoke financial advice and services to a broad range of clients, individuals, high net worth individuals, families and businesses. The Role: Client Servicing Administrator duties include:

• Being responsible for liaising with third party providers to gather information for both Planners so that they can provide holistic financial planning solutions to their clients.
• Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with technical admin queries
• Managing client records for the Financial Advisers via the CRM software, Salesforce, ensuring that the necessary information is captured and kept up to date on a daily basis.
• Being the key relationship manager with main stakeholders including admin centres
• Processing client withdrawals and redemptions.
• Processing submissions and new client money including liaising with clients regarding bank details and timescales.
• Processing client portfolio changes and rebalancing.
• Processing ongoing advice documentation for client financial reviews.
• Processing client capital gain disposals.
• Client onboarding administration.
• Reporting to the Planners on a daily basis.

The Person: Client Servicing Administrator will have the following qualities:

• Preferably 2 years + experience in a client servicing support role within a St. James's Place Partner Practice.
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong attention to detail and be able to problem solve and think on your feet
• Good time management and planning skills
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs
• It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.SJP has funds under management in excess of £188.6bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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