Overview and Job Purpose
Furnley House aims to help their clients live their dreams and the role of an Administrator / Junior Client Relationship Manager is to provide effective and speedy support to Furnley House IFA’s enabling them to provide an exceptional service with accurate advice to our clients.
Main Duties and Responsibilities
Responsible for the ownership of the client relationship and acting as an additional and key point of contact for existing clients and as the key point of contact for new clients.
Ensuring that our IFA’s have access to effective and high quality administrative support services to help to improve their efficiency and to enable them to spend more time generating revenue and new clients.
Ensuring that the business is compliant in all areas in relation to internal processes and workflows.
Providing a level of service and support that puts our clients best interest at the heart of everything we do.
To improve new and existing client’s experience, by prompt response and taking actions to any queries and transactions clients may require.
- Information and responses are provided within agreed timescales and to the standards required.
- Building effective working relationships with advisers, line manager, other internal departments and colleagues and with external providers and clients as required.
- Adherence to Furnley House processes and compliance requirements.
- Accurate completion of work and adherence to Furnley House processes and compliance standards.
Proven experience as an Administrator within Financial Services.
Background in customer service; industry knowledge is a plus.
Experience tracking relevant KPI’s (e.g. customer satisfaction)
Proficient in MS Office, with working knowledge of CRM Platforms (e.g. Intelligent Office)
A customer-oriented attitude
Excellent communication and negotiation skills
Ability to work well with a team
Must demonstrate client focused approach to all aspects of work. Must live with the knowledge and understanding that the customer always comes first.
Must be an effective communicator, with the ability to adapt communication style and approach to suit different audiences. Able to establish credibility and rapport quickly and be able to collaborate constructively across the organization and externally where necessary.
Attention to Detail.
Must possess a passion for detail and accuracy. Passionate about presenting and communicating detailed technical information which does not contain mistakes.
System and Processes.
Must be able to demonstrate an understanding and experience of using a variety of different systems and processes. Able to adapt quickly to new systems as required.
Must be able to organise and prioritise their own workload effectively and to understand the difference between important tasks and urgent ones. Able to manage priorities of own and others whilst meeting and controlling expectations.
If you think you could be the right person for this role, please email email@example.com with a cover letter and copy of your CV attached.
Due to the volume of applications we’re unable to respond to all.