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Client Liaison Administrator

  • Ref: JM0097

My client, a reputable organisation with offices across the South West are looking for a Client Liaison Administrator to join their team in Truro. Forming a key part of the relationship management team, the role of Client Liaison is to work closely with both the Financial Planners and Business Support to provide an excellent level of service and care to the company’s clients.

Client Liaison Administrator responsibilities include...

The Key Responsibilities of this role will include:

  • To develop and maintain excellent relationship with all clients of the business
  • To ensure that all processes, procedures and client communications are conducive to a high standard
  • To support the on-boarding of new clients into the business
  • To maintain existing client review communications
  • To act as a main point of contact for both new enquiries and existing client queries
  • To assist with the development and delivery of the client referral strategy
  • To support the Financial Planner in the development and maintenance of internal relationships
  • To promote the profile of the business within the profession
  • To maintain all standards of performance as required by the firm
  • To undertake projects as and when required
  • To comply with the Financial Services and Markets Act 2000 and the relevant FCA rules
  • To comply with the relevant compliance, Treating Customers Fairly (TCF), Training & Competence (T&C) and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company at all times
  • Keep up to date with all relevant product, legislative and technical changes
  • To follow the appropriate ethical standards of the company

Client Liaison Administrator requirements include...

Essential requirements for the role include:

  • Ideally you will hold a certificate in Financial Services
  • Experience of using Intelligent Office of similar
  • Efficient, methodical, organised, punctual and able to work independently
  • Computer literate with working knowledge of Microsoft Office
  • Confidence and patience when dealing with difficult situations
  • Problem solving skills
  • A creative thinker, who is able to come up with new ideas to improve customer service standards

In return my client offers some fantastic benefits including 25 day holiday plus bank holidays, a generous pension scheme, life assurance and private medical insurance. Please do get in touch if you meet the requirements for this position!

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