Sen HNW Administrator - Surrey, Surrey
FRA 14224 Senior HNW Administrator Up to £18,500 Surrey
Responsibilities
Responsible for answering a high volume of incoming calls for Private Clients regarding High Net Worth products.
Processing quotations and literature requests.
Providing support to the Private Client's sales team.
Answering queries about products, past, present and future.
Handling predominantly new business quotations.
Acting as the first point of contact for Private Clients.
Dealing with tax, policy, trust and corporate investment queries.
Involved in compiling daily, weekly and monthly reports.
Monitor competitor rates.
Handling a number of "miscellaneous" tasks, which results in our role being extremely varied and often challenging.
Liaising with brokers, major client bank institutions, building societies, IFA's and some client queries.
Skills and Knowledge
Candidates will have a proven track record working within a similar role within a varied administration/customer services environment.
Excellent telephone manner, with excellent verbal and written communication skills.
Highly Numerate.
First class customer service skills.
Ability to remain calm when working under pressure.
Extremely well organised, ability to priorities' workload.
Must have the ability to multi task.
Ability to work within team and on own initiative.
Enthusia
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