Client Servicing Administrator Apprentice

We are looking to recruit a finance administrator who will join an established friendly team to be part of our client operations function. Responsible for supporting administrative requests for both personal and corporate clients and managing our existing client queries.

Support the Employee Benefits Team with administrative requirements Accurate and timely processing of business for new and existing clients, both personal and corporate Interaction with clients to ensure they are responded to in a timely manner Daily interaction with internal and third parties adhering to service level agreements and workflow management Learn policies and procedure of St James Place Work towards increasing technical knowledge on financial products such as protection and how they are processed Close liaison with Employee Benefits and Client Servicing Teams within business to ensure all processes run efficiently and effectively Learn and understand compliance aspects of role

Training:

You will access your training online from your employers site address.

Training Outcome:

As an apprentice the colleague will work towards progressing to a specialist role within the practice.

Employer Description:
Wealth Management and Financial Planning firm who offer an holistic approach to helping clients manage their finances and plan for their future.

Working Hours :
Monday to Friday, 9:00pm to 5:00pm, 30 minute lunch.

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Team working