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Client Operations Administrator


Client Operations Administrator


Have you got at least 2 years office administration experience looking for a new role in West-Sussex? Do you have experience of working in a regulated environment? Are you ambitious, driven and confident of working in a fast paced, engaging environment and looking for a new challenge? If so, then this is the role for you!

One of the fastest growing Wealth Management firms in the South East are currently seeking a Client Service Supervisor. You will be responsible for processing client new business applications, top ups and funding accurately and in a timely manner and per agreed service levels. You will also have to be proactive in assisting and resolving client enquiries and issues, adhering to relevant timescales and processing guidelines.

The ideal candidate will have gained previous experience of administration within financial services, or if not already have a background of working within a wealth management firm. Excellent customer service skills are also paramount. Plus, you will need to possess a basic understanding of the financial services industry regulations and current legislation, as well as being ambitious with a drive to succeed and progress with your career.

This is a fantastic opportunity to work for one of the fasting growing companies within wealth management who will provide you with genuine personal development opportunities. You will be rewarded with a generous basic salary for your hard work with an equally generous benefits package that includes Pension, Private Medical Insurance and Death in Service. You will also receive 23 days holiday as well as genuine career prospects within an industry leading organisation.

Please quote 40672 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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