Client Service Administrator

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

Hours: 5 days per week - 9am until 5pm (35 hours per week)

Salary; £24,000-£25,000 (35 hour week)

Contract type: Permanent

Benefits;

1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)

2. NHS Top up Medical Cash Plan (increasing with length of service)

3. Gym membership

4. Free onsite parking

5. Bike to work scheme

6. Exam support and funding

7. Inhouse development path for those that want to develop throughout the various roles

8. Team socials

Role purpose: An exciting new opportunity has arisen with this long established business.. The role will be in the Client Servicing team providing admin support to the business's Financial Team and wider business.

Key Duties and Responsibilities:

• Preparation of meeting packs
• Completing client change requests in contributions/bank details/address’s
• Diary Management
• Appointment booking via telephone and email
• Review and overdue meeting management
• Adding leads and prospects to the system
• Withdrawals – taking client instruction and completing security checks
• Pre population of client information in various key documents
• ID & anti-money laundering checks
• Logging documentation
• Preparation of welcome packs
• Certifying documentation
• Policy services request for information
• Calling third-party providers for information
• Scanning and processing incoming post
• Answering of incoming office calls
• Supporting with any broader general office support
• Supporting with client generic queries

Person Specification:

Genuine interest in Financial Services

Confident phone manner and dealing with clients

Keen to develop and learn

High level of attention to detail

Highly organised and works with a proactive attitude

Excellent written and verbal communication skills

Excellent IT Skills

Approaches work positively with a can-do attitude and take responsibility for own tasks

Manages time effectively and can work within set timescales

Works well as an individual and as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career

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