Purpose of the role:
You'll provide support to the team with administering a portfolio of clients whilst adhering to our Client Service standards.
Responsibilities:
- Administers a portfolio of more complex / higher value accounts with a lesser degree of supervision
- Liaises directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence & e-mails without prior approval by team leader / relationship lead
- Appreciates fully such matters that should be referred to the appointed team leader or relationship lead e.g. complex or unusual transaction requests, fee issues, service complaints etc
Skills required:
- CSP industry experience
- Experience of managing a client portfolio
- Studying for a relevant professional qualification