Are you passionate about servicing clients and colleagues well on a daily basis? Do you have previous experience working with projects and happy supporting management? Our client based in Guildford are looking for an Investor Services Administrator to join their team!

The Investor Administrator will:

Process administrative activities

Deal with new business and servicing clients

Perform all key administration duties

Monitor receipt of stock and cash

Deal with balances to make sure they are in line with expectations

Monitor, re-allocate and escalate any issues to make sure the SLAs are met

Answer customer and adviser queries

Monitor outstanding queries to a satisfactory completion

Maintain accurate client and adviser records

Prepare and dispatch welcome letters

Be responsible for other correspondence timely and accurately and in line with SLAs

Understand the rules and regulations

Support any other general activities that may be required from time to time

The Investor Services Administrator will:

Have an understanding of funds or models

Be confident with core client journeys

Maintain good problem solving skills and be able to change processes

Work with confidence on the telephone and via email

Have a good understanding of wealth management

Have worked within a similar role previously

Work well under pressure and be organized

Please apply for further information and the chance to be considered for this great role! In return our client offers a great working environment and a challenging yet rewarding role.