Client Services Administrator

Our client seeks a Client Services Administrator to join their team and promote the highest standards of client relationship management. Key Responsibilities:

Administer a portfolio of Clients Companies and Trusts. Assist in the management and review of Investments and other client assets, including the review of related documentation. Preparation of minutes/resolutions. Opening and managing client bank accounts, including preparing payment instructions.

Undertake relevant Statutory Filing as required. Process Financial Transactions such as Dividends, Distributions and Loans. Maintain Company and Trust records, including due diligence. Participate fully in ad hoc projects as required. To provide accurate time recording to ensure the correct fee income is derived.Contribution to the maintenance and improvement of internal customer efficiency.

Key Skills and Experience:

Ideally, a minimum of 3 years CSP/TSP knowledge. Working towards a professional qualification. Good organisation and control of own workflow. A practical understanding and application of high-quality client service delivery. Ability to identify and resolve problems. Good verbal, written communication, and people skills.

Clear understanding of Regulatory requirements.The ability to deal with clients and professional advisors. Able to work on own initiative and to be highly disciplined. If you have the required skills please apply online at searchandselect.com quoting reference number: 16649