Job Description

This is a great opportunity to work for a proactive and passionate top tier global professional services provider.

 Responsibilities:

Administers a portfolio of more complex / higher value accounts with a lesser degree of supervision

Liaise 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

What will you need to succeed in this role?

CSP industry experience

Experience of managing a client portfolio

Studying for a relevant professional qualification

Excellent client service

Personal attributes which would be seen in the ideal applicant include;

Able to work on own initiative

Good organisational skills

Team player

Excellent communication skills

Attention to detail

Interested in finding out more? Please contact me today