Job Description

The Client Services & Advisor Services Administrator role will support the smooth delivery of services within the financial planning and wealth management team. Based in London, this temporary role is ideal for someone with a keen interest in financial services. Experience with Salesforce CRM would be advantageous.

• Provide administrative support to the wealth and cash management team.
• Day-to-day administrative input/updates to client accounts via Salesforce CRM system.
• Assist in managing client accounts and ensuring accurate record-keeping.
• Coordinate and process client documentation efficiently.
• Support the team with compliance and regulatory requirements.
• Respond to client enquiries in a professional and timely manner.
• Ensure data integrity across all systems and platforms.
• Collaborate with internal teams to enhance client satisfaction.
• Prepare reports and summaries for management review.

Client Service Administrator role within a Wealth & Cash Management fintechCRM Salesforce experience highly desirable
A successful Client Advisor Administrator - Wealth & Cash Management should have:

• Previous experience in banking or financial services is beneficial.
• Salesforces CRM experience is desirable.
• Strong organisational skills with attention to detail.
• Proficiency in handling administrative tasks and client accounts.
• Knowledge of compliance and regulatory standards in financial services.
• Ability to communicate clearly and professionally.
• Competency in using financial software and databases.

The employer is a small-sized organisation within the financial services industry, specialising in providing tailored solutions for wealth and cash management. The team is committed to delivering excellent service and innovative financial solutions.

• Daily rate of GBP 150/day
• Temporary role with potential for skill enhancement.
• Opportunity to work in a reputable London-based financial services company.
• Supportive and collaborative team environment.

If you are ready to take the next step in your career, apply now to join the team as a Client Advisor Administrator - Wealth & Cash Management in London.

Skills Required