Job Description:

Core-Asset Consulting is working with a respected wealth and investment management firm to recruit a Client Services Administrator to join its growing client support team in Chichester.

This is an excellent opportunity for an organised and hardworking graduate looking to build a long-term career within financial services. Working as part of a collaborative and supportive team, you will play an important role in delivering a high-quality client experience while gaining broad exposure across client servicing and administration activities.

The successful candidate will support the end-to-end client lifecycle and contribute to the smooth day-to-day running of the office, making this an ideal opportunity for someone who enjoys working in a fast-paced, professional environment.

Essential Skills/Experience:

• Strong organisational skills with excellent attention to detail.
• Professional communication skills with a client-focused approach.
• Demonstrable interest in developing a career within financial services.
• GCSEs (or equivalent) in English and Maths at Grade A-C / 4-9.
• Ability to work effectively within a collaborative team environment.
• Previous experience within an administrative or client support role desirable.
• Understanding of investment or wealth management products and services beneficial.

Core Responsibilities:

• Supporting the administration of client accounts across the full client lifecycle, including onboarding, payments, transfers, account updates and closures.
• Assisting with estate administration and maintaining accurate client records and documentation.
• Providing day-to-day operational support, including meeting coordination, diary management, travel arrangements and preparation of client materials.
• Responding to client queries professionally and efficiently, escalating investment-related matters where appropriate.
• Supporting the preparation and distribution of client communications and correspondence.
• Maintaining accurate filing and archiving processes in line with internal procedures.
• Creating and updating presentations and supporting documentation for meetings.
• Contributing to team discussions and continuous improvement initiatives.
• Providing general office and telephone support as required.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16494

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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