Role Title: Client Service Administrator

Division: RIM
Location: Leeds
Contract: Permanent
Working pattern: Hybrid

About the Role

Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver excellent client experience. This is a client-facing role and is an entry-level role for Client Service. The role holder will be part of a team that’s run by a central group but works day-to-day in the local office.

What you’ll be responsible for

• Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures, and estate administration.
• Provides operational support such as booking meeting rooms, processing expenses, and preparing meeting packs and correspondence.
• Assists with the investigation and resolution of client queries, referring investment-related queries to team members.
• Communicates with clients as required, giving accurate and up-to-date information while working within information-giving limitations.
• Manages mass mailing communications processes, ensuring that correspondence is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings, and organizing travel.
• Manages and files correspondence and records in a timely manner, ensuring that all client correspondence is saved, filed, and archived accordingly to client files.
• Contributes to Client Service meetings, suggesting improvements to procedures.
• Shares best working practice with other Client Service staff.
• Office duties to include covering phones.