Administrator - Client & Wealth Manager Support (FTC)

Charles Stanley, Chelmsford

Administrator - Client & Wealth Manager Support (FTC)

Salary not available. View on company website.

Charles Stanley, Chelmsford

  • Full time
  • Temporary
  • Onsite working

Posted 1 day ago, 29 Aug | Get your application in today.

Closing date: Closing date not specified

Job ref: 8c9ed8b85032400bb53aa9985698a6ec

Location ref: Chelmsford

Full Job Description

In this role, you'll provide high-quality administrative and operational support to both our clients and Wealth Managers, helping to ensure a seamless and positive service experience. You will be the first point of contact for a wide range of enquiries, taking ownership of requests, resolving issues efficiently, and supporting key administrative processes. This is an excellent opportunity for someone who enjoys problem-solving, building relationships, and delivering outstanding service in a fast-paced environment. This role is a 12-month fixed term contract. What You'll Be Doing

  • Monitor and manage multiple shared inboxes, prioritising workloads and ensuring tasks are completed accurately and on time.
  • Support client and account onboarding activities where required.
  • Manage the Client Support helpline and inbox, assisting clients with online systems and escalating issues when necessary.
  • Take ownership of client enquiries and provide first-line technical support for Client Access, including troubleshooting access and browser-related issues.
  • Support branch offices with the activation and administration of Client Access user accounts.
  • Administer the Wealth Manager Support inbox, responding to a variety of operational, procedural, reporting, and administrative enquiries.
  • Take ownership of Wealth Manager queries, driving timely resolutions and delivering an excellent service experience.
  • Assist Wealth Managers with escalated enquiries and service-related issues.
  • Maintain accurate records, documentation, and audit trails in line with regulatory and compliance requirements.
  • Identify and escalate potential risks in accordance with company policies and procedures.
  • Provide a professional, responsive, and high-quality service to both internal and external stakeholders.
  • Support the wider team with additional administrative responsibilities as required., This is an opportunity to play a key role in supporting both clients and Wealth Managers, helping to deliver outstanding service and contribute to the smooth running of the business. If you're organised, customer-focused, and enjoy working in a collaborative environment, we'd love to hear from you.

    GCSEs (or equivalent), including Maths and English.
  • Previous experience in an administrative or customer support role.
  • Experience working in a client-focused environment is desirable.
  • Skills & Attributes
  • Excellent written and verbal communication skills.
  • Strong stakeholder management and customer service skills.
  • A proactive and solutions-focused approach to problem-solving.
  • Strong organisational skills with the ability to manage competing priorities.
  • High attention to detail and accuracy.
  • Ability to work collaboratively within a team while taking ownership of individual responsibilities.
  • Positive, professional, and approachable attitude.
  • Ability to act as a positive role model and ambassador for excellent service.

Direct job link

https://www.jobs24.co.uk/job/administrator-client-wealth-manager-support-ftc-127296976