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Client Services Administrator Apprentice
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Completion of business tasks & processing for advisers. Ensure advisers & clients are prepared for meetings & that queries & tasks are completed in a timely fashion to a high standard. The position requires excellent organisational skills, accuracy, a positive attitude & a passion to deliver an outstanding service to clients.
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Purpose
To ensure that client appointments are managed properly and all necessary pre and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.
Duties (not limited to):
- Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
- Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
- To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
- Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
- Generate correspondence to clients, including post review letters
- Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
- Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
- Prepare business submission documents, for onward allocation to the Paraplanning team
- Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
- Managing own and shared mailboxes in a timely and professional manner
- Giving clients a professional welcome from our reception desk for meetings held onsite
- Prioritising and managing own workload
- Obtaining and maintaining a good knowledge of products offered
- Managing own learning and development, attending relevant training sessions where needed
- Provide cover for other team members upon request as per the business need
- To uphold the standards of the client service charter
- Participation in team meetings
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