Client Services Administrator Apprentice

Introduction

Completion of business tasks & processing for advisers. Ensure advisers & clients are prepared for meetings & that queries & tasks are completed in a timely fashion to a high standard. The position requires excellent organisational skills, accuracy, a positive attitude & a passion to deliver an outstanding service to clients.

About the Employer

Wealth management company, a senior partner practice of St James’s Place. Providing a range of services including investment, retirement and protection planning.

What You'll Do

Purpose: To ensure that client appointments are managed properly and all necessary pre and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.   

Duties (not limited to):

• Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
• Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
• To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
• Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
• Generate correspondence to clients, including post review letters
• Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
• Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
• Prepare business submission documents, for onward allocation to the Paraplanning team
• Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
• Managing own and shared mailboxes in a timely and professional manner
• Giving clients a professional welcome from our reception desk for meetings held onsite
• Prioritising and managing own workload
• Obtaining and maintaining a good knowledge of products offered
• Managing own learning and development, attending relevant training sessions where needed
• Provide cover for other team members upon request as per the business need
• To uphold the standards of the client service charter
• Participation in team meetings

Training Outcome

Further training and development opportunities within the team.

Skills Required

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Administrative skills
• Team working
• Accuracy
• Able to prioritise

Qualifications

• Essential - GCSE - Maths and English - 6/B or above

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday to Thursday: 8.30am to 5pm Friday: 8.30am to 4pm.

Expected Duration: 1 Year

Training Provider: SKILLS EDGE TRAINING LTD