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Client Services Administrator

3 months ago

StocktononTees, Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

Do you enjoy making others happy? A real 'people pleaser'?
If so, read on.

About the role
As a Client Services Administrator, you'll be at the front of the line for our clients. Typically, the first person they see, and often the one they remember.

You'll also be our 'engine room', working behind the scenes to provide administrative support to our wider Operations and Financial Planning teams.

So, given Joslin Rhodes always aims to deliver a WOW service, this is a very important role and requires a very special person.


You'll need to be up for:

  • Answering client phone calls and to assist with queries and requests.
  • Building great client relationships by keeping them informed.
  • Completing all necessary administration tasks promptly and correctly for new and existing clients, including printing and preparing booklets and paperwork for meetings.
  • Providing timely and accurate communications to clients, using templates and best practices.
  • Raising ideas and implement improvements and efficiencies wherever possible.

What it takes to be a successful Client Services Administrator at Joslin Rhodes:

  • You always act with integrity, as our clients' financial future depends on it.
  • You are positive, resilient and have a cool, calm head.
  • You are able to easily build rapport and trust with clients.
  • You are organised and able to multitask.
  • You have high standards and always do what you say you will.
  • You have excellent communication, literacy and interpersonal skills.
  • You are resolute and will always focus on doing the right things for the client and the business.
  • You enjoy working as part of a team and take pride in your work.

If you think you tick all these boxes, here's what your typical day could look like:

  • Meeting with clients to gather information or to provide support with queries.
  • Contacting thirdparty providers for information and to chase requests.
  • Logging all interactions with clients and providers in the PlanHappy Portal.

Interested? Want to find out more?


If you'd like to know a little bit more about our Client Services Roles, you should book onto a Recruitment Discovery Session.

These are group events held at our Teesside branch in Preston Farm, Stockton.


You'll be able to look around, hear more about our service and how it works and get more information on each of the roles on offer.

You can also speak to some of our existing team to find out more about what they do (and whether you'd like to do it)

You can register for a Discovery Session using the link below;
*Ward Hadaway - Fastest 50 North East 2023

Pay:
From £22,011.00 per year

Benefits:

  • Company pension
  • Free parking
  • Life insurance
  • Onsite parking
  • Private medical insurance

Schedule:

  • Monday to Friday

Application question(s):

  • We can only consider applicants who possess the 'Right to Work' authorisation and are currently residing in the UK.
  • The role is exclusively fulltime and officebased in StocktononTees. Please confirm your interest in the role based on this requirement.
  • Applicants must reside within a 30minute commutable distance of our offices in StocktononTees?

Work Location:
In person

Reference ID:
JR-LAB-05