Recruit UK

Client Services Assistant – Birmingham

RecruitukLtd Salary: £20K

Recruit UK represent a leading, award winning, investment and financial planning firm. Our client’s biggest source of new business is derived from referrals and they have a dedicated back office team that assists in the effective administration for key stakeholders.

They are currently experiencing an influx of business and actively seek a Client services assistant to join their team in Birmingham on a permanent basis.  Working within the Client Service Team, the successful candidate will be involved in administrative tasks, such as; answering all internal and external telephone calls, meet and greet clients, arrange any catering requirements.  Maintain all front of house and client facing areas ensuring meeting rooms are presentable immediately before and after meetings in accordance with Front of House standards. Responsible for production of all client meeting packs binding reports as requested from Paraplanning  Electronic filing of valuations.  Assisting with quarterly report covering letters.  General ad-hoc tasks, including scanning and printing, dealing with incoming post, filing.  Handling telephone queries from key stakeholders of the business.

To be considered for this position, our client requires an Administrator with at least 3 months’ experience of dealing with all the above criteria and of working in within Financial services. You will be able to work at pace and deliver against personal and team targets. You will have advanced skill in Microsoft programmes including word and excel.  A good team worker and ability to use own initiative is essential and you must be able to liaise effectively with Clients and IFA’s in a polite and concise manner.

My Clients reputation in the marketplace is exemplary and they offer incredible career progression for those that demonstrate loyalty and hard work and it is a superb opportunity to gain relevant experience with a well-regarded firm. Salary on offer is c£20k alongside attractive employee perks.

Contact Lacey Catley for more information on 01179-450-450 and quote reference 2998 on applying.

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