Client Services Administrator Apprentice

Purpose: To ensure that client appointments are managed properly and all necessary pre- and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.   

Duties (not limited to):

• Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information


• Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems


• To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings


• Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to


• Generate correspondence to clients, including post review letters


• Liaising with external providers and companies by way of letter, telephone, and email to chase information requests


• Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions


• Prepare business submission documents, for onward allocation to the Paraplanning team


• Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary


• Managing own and shared mailboxes in a timely and professional manner


• Giving clients a professional welcome from our reception desk for meetings held onsite


• Prioritising and managing own workload


• Obtaining and maintaining a good knowledge of products offered


• Managing own learning and development, attending relevant training sessions where needed


• Provide cover for other team members upon request as per the business need


• To uphold the standards of the client service charter


• Participation in team meetings