Client Services Administrator

AFH Financial Group.; Maidenhead; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Maidenhead is seeking a Client Services Administrator. This full-time role involves maintaining accurate client records and ensuring compliance while providing excellent service. Ideal candidates will work collaboratively and independently, with strong communication skills. Employees enjoy flexible working arrangements, competitive benefits, and social perks, including seasonal celebrations and a contributory pension scheme.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Qualifications

• Ability to work with team members independently.
• Understand processes and document controls.
• Confident in client interactions and queries.

Responsibilities

• Maintain client records on various platforms.
• Ensure accuracy and compliance of client files.
• Organise and pre-populate client documentation.
• Process client instructions and transactions.
• Calculate performance fees for invoicing.
• Monitor inboxes and respond to enquiries.
• Perform additional administration duties as required.

Skills

Team collaboration

Process understanding

Client communication

Regulatory awareness

Job description

Salary: Competitive Salary and Benefits

Client Services Administrator

An opportunity to join our AFH Wealth Management Cookham team.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity with hybrid working. And in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to provide comprehensive support to the efficient operation of the business and excellent service to the clients of the firm in the administrative processes through the careful submission of transactions and documentation with continuing maintenance of investments. This role centralises around providing support to paraplanners and advisers by arranging the completion of necessary instructions, in addition to the end clients.

As our Client Services Administrator, you will typically:

• Maintaining client records on both internal and external platforms
• Assist in ensuring that all client files are accurate and compliant
• Organising and pre-populating client documentation for account setups and transactions
• Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
• Calculating performance fees and providing information for Accounts to produce client invoices
• Monitoring group inboxes and responding to client enquiriesAdditional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
• Adhere to the Company’s service levels according to its established procedures.

What we are looking for in our ideal Client Services Administrator:

• Ability to work with team members and completing tasks standalone
• Ability to understand processes & document controls
• Confident in becoming a point of contact for clients and providers in relation to queries
• An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable).

Benefits and Perks at AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme as well as death-in-service benefit.