Client Services Administrator

Vacancy Reference: 000748

Location: Guildford

Closing date: Not specified

Employment Type: Permanent – Full Time

Function: Client Services

Company: Punter Southall Wealth Limited

We are currently looking for a Client Services Administrator to join our team in Guildford. Our role is responsible for providing an effective and efficient administration service to clients and Financial Planners.

The roles key objectives produce accurate and professional client documentation on a timely basis and provide high quality administrative support to client, Planner and wider team. You will also need to ensure all client documentation is dispatched accurately and in a timely fashion and actively contribute to the enhancement of front office procedures, processes and ad hoc projects.

You will ideally have previous relevant client services administration experience and good administration experience of the complete life cycle of processing client business. You will also have a high standard of competency and knowledge of IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing.

If this is you, we look forward to hearing from you!


The closing date for this job has now passed.