Client Services Administrator
Liverpool, Merseyside

Salary: £25,000

Full Time Office based role.

A growing wealth management firm in Liverpool is looking for a Client Services Administrator to support Financial Advisers and provide high-quality administrative support to clients.

Key Responsibilities

• Manage client documents and update the CRM system
• Prepare investment and pension reports
• Process client applications and complete new business checks
• Support pension transfer administration and liaise with providers
• Handle client correspondence and calls

Requirements

• Strong administrative and organisational skills
• Excellent communication and customer service
• Good knowledge of Microsoft Office
• High attention to detail and ability to meet deadlines

Apply now to learn more about this opportunity.