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Client Administrator
4 months ago
Juice Recruitment is excited to partner with a leading financial services firm based in Bristol to find a Client Administrator. We’re looking for a detail-oriented, motivated, and proactive individual to join a close-knit, supportive team.
DAY TO DAY:
- Manage client accounts and maintain accurate records.
- Handle client inquiries via phone, email, and in-person.
- Prepare and send out client correspondence and documentation.
- Assist with the onboarding process for new clients.
- Schedule and coordinate client meetings and follow-ups.
- Monitor client accounts to identify outstanding debts and set up payment plans.
- Reconcile accounts and ensure accurate record-keeping.
- Issue invoices, statements, and reminders.
- Work with clients to resolve billing disputes and discrepancies.
WE WOULD LOVE TO SEE:
- Confident communicator, ideally with previous customer service office-based experience.
- Excellent proficiency with Microsoft Office.
- Interested in building a career in financial services.
- Highly organised and focused individual.
AND FOR YOU:
- 27 days holiday plus bank holidays and an extra day off for your Birthday.
- Hybrid working
- Excellent pension contributions
- Free onsite parking
- Social events