Client Service Administrator
3 weeks ago
We are working with a brilliant company who are looking to add a Client Service Administrator to their team in York. Offering a range of Financial Services including planning, pensions and investment management, you'll be joining a very successful business and supporting a great team of professionals.
The role covers a wide range of general administration including the following
• Fielding of client calls/emails to relevant Client Manager/Consultant
• General post/email scanning and filing to document systems
• Banking documentation prep- applications, mandate updates
• Investment documentation prep- applications, top up, encashments
• Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence
• Scheme payments - issue of instructions to clients and submission to bank
• Payroll - preparation of bank files and issue of payslips, P60 issuing
• Property Management - issuing of invoices to Tenants and reconciliations
• Client Reports – initial preparation and issuing to clients
• Issuing client documentation and monitoring for return
• Ensuring accurate records are maintained on back office systems
• Project admin support - client mailings/mail merges
Key Skills
• Pensions experience not required but may suit those with experience in Financial Services
• Good communication skills
• Ability to self-organise and work under own initiative
Apply today and a member of the team will be in touch to discuss the role in more detail and answer any questions you may have.
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