Apprentice Financial Service Administrator

About the role

Client Service Administrator Apprentice 🚀

Ready to kickstart your career and learn the ropes in client services? This apprenticeship is your golden ticket to becoming a pro, mentored by our amazing Client Service Team! ✨

What you'll be doing daily:

• Admin Ace: Providing top-notch administrative support for all things client servicing. 📝
• Record Keeper: Keeping client records super accurate and compliant. ✅
• Meeting Master: Organizing everything before and after client meetings, and keeping our CRM (Salesforce) updated. 🗓️
• Workflow Wizard: Managing entire case processes from start to finish, making sure everything gets done on time. 🎯
• Mail Manager: Handling all incoming and outgoing post. ✉️
• Phone Star: Answering client calls with a smile! 📞
• Supply Sentry: Keeping our stationery and office supplies stocked. 📦
• Transaction Pro: Accurately processing core tasks like address changes and downloading wealth accounts. 💻
• Connector: Working smoothly with advisers, providers, clients, and other parties to move cases forward. 🤝
• Communicator: Creating client letters and standard reports. ✍️
• Team Player: Keeping an eye on your own workload and helping the team prioritize tasks to support the Client Services Manager. 👯
• Client Experience Champion: Delivering a stellar client experience every time, whether it's on the phone, in writing, or face-to-face. 😊

Key responsibilities

• Deliver comprehensive administrative support across all client servicing activities.
• Maintain accurate, compliant client records.
• Coordinate pre- and post-client meeting activity, ensuring CRM (Salesforce) is fully updated.
• Manage end-to-end case workflows, ensuring timely progression to completion.
• Liaise effectively with advisers, providers, clients, and third parties to progress cases.

Entry requirements

GCSE in: (English (grade 4-9), Maths (grade 4-9))