DE MELLOW & CO in Waterlooville Salary
THE OLD CALF PEN PARK FARM, EAST STREET HAMBLEDON WATERLOOVILLE PO7 4SB UNITED KINGDOM
TIN: 14704560
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Earnings on positions in DE MELLOW & CO
DE MELLOW & CO is looking for employees for positions:
financial services administrator
Responsibility
- responding to new/existing client queries received via phone and email
- booking client meetings and completing appropriate meeting preparation
- actioning meeting notes provided by the adviser and, where appropriate, any follow up actions
- new business processing and business submission
- support to all advisers on client servicing activities
- completion of all tasks allocated via Salesforce including ad hoc tasks
- preparation and follow up on regular client reviews
- recording and processing of client gifts under referrals process
Requirements
- strong written and verbal communication skills at all levels
- highly organised and efficient with their workload
- proactive and solutions focused
- previous client service experience in a professional environment is essential
- ability to prioritise their workload
- financial Services industry experience desirable
- excellent client service skills regardless of communication method
- to be able to adopt new changes and have confidence to share ideas
Earnings on positions in DE MELLOW & CO
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1978 £