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Client Services Administrator - Wealth & Cash Management

City of London Temporary £150 - £150 per day View Job Description
The Client Services & Advisor Services Administrator role will support the smooth delivery of services within the financial planning and wealth management team. Based in London, this temporary role is ideal for someone with a keen interest in financial services. Experience with Salesforce CRM would be advantageous.
  • Client Service Administrator role within a Wealth & Cash Management fintech
  • CRM Salesforce experience highly desirable

About Our Client

The employer is a small-sized organisation within the financial services industry, specialising in providing tailored solutions for wealth and cash management. The team is committed to delivering excellent service and innovative financial solutions.

Job Description

  • Provide administrative support to the wealth and cash management team.
  • Day-to-day administrative input/updates to client accounts via Salesforce CRM system.
  • Assist in managing client accounts and ensuring accurate record-keeping.
  • Coordinate and process client documentation efficiently.
  • Support the team with compliance and regulatory requirements.
  • Respond to client enquiries in a professional and timely manner.
  • Ensure data integrity across all systems and platforms.
  • Collaborate with internal teams to enhance client satisfaction.
  • Prepare reports and summaries for management review.

The Successful Applicant

A successful Client Advisor Administrator - Wealth & Cash Management should have:

  • Previous experience in banking or financial services is beneficial.
  • Salesforces CRM experience is desirable.
  • Strong organisational skills with attention to detail.
  • Proficiency in handling administrative tasks and client accounts.
  • Knowledge of compliance and regulatory standards in financial services.
  • Ability to communicate clearly and professionally.
  • Competency in using financial software and databases.

What's on Offer

  • Daily rate of GBP 150/day
  • Temporary role with potential for skill enhancement.
  • Opportunity to work in a reputable London-based financial services company.
  • Supportive and collaborative team environment.



If you are ready to take the next step in your career, apply now to join the team as a Client Advisor Administrator - Wealth & Cash Management in London.

Contact
Rob Cope
Quote job ref
JN-012026-6921076
Phone number
+44 207 776 5935

Job summary

Job function
Banking & Financial Services
Subsector
Private Banker / RM / Wealth Manager
Sector
Financial Services
Location
City of London
Contract type
Temporary
Consultant name
Rob Cope
Consultant phone
+44 207 776 5935
Job reference
JN-012026-6921076