Client Experience Administrator

3 weeks ago

Sheffield, United Kingdom Glu Recruit Full time

Ref: 625

Role: Client Experience Administrator

Salary: up to £24,000

Located: Sheffield S11

Hours: Monday to Friday

Our client is a leading Financial Services Company based in S11. They have an enviable reputation and years of industry experience. Due to exceptional growth they are looking to appoint an experienced Administrator to join their team.

This is a fantastic opportunity for Graduates from a Financial/Economics background looking to gain experience in industry or experienced Administrators for a professional services background

Benefits:

* 25 days holiday (increasing by an additional day per annum up to 30 days)

* They will match your personal pension contribution up to a maximum of 7.5%

* Life assurance of up to 4 x your salary;

* Income protection of 75% of your basic salary in the event of long term sickness

* Employees can use their financial advisers within the company for any financial advice or knowledge

* Interest free season tickets loans, eye care and childcare vouchers.

* Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

The role:

* Manage relationship with Partners and become their first point of contact on any queries.

* Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers. Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated.

* Input any electronic applications forms as required.

* Provide general day to day support to the Private Client Services Manager and all relevant Partners.

* Prepare personalised client packs for Partners prior to client meetings.

* Obtain information from providers on clients existing financial arrangements.

* Upload the necessary documentation into the back office system and scan other documents as required.

* Ensure that the client file is compliant.

* Be responsible for scanning and archiving client files.

* To undertake any other duties commensurate with your grade, skills and experience.

The successful candidate:

* Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure.

* Confident having challenging conversations with Partners if necessary.

* An articulate communicator.

* Outstanding telephone manner with the ability to build rapport quickly.

* Honesty, integrity and ability to maintain confidentiality.

* Hard working and responsive to the need to deliver a high quality support service.

* Attention to detail and high standards of work.

* Team player but must be able to work independently and use own initiative

Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.

Glu Recruit LTD ensure that all qualified applicants are considered for employment in the role that they have applied for, and any other suitable opportunity that we advertise without regard to age, belief, colour, ethnic/national origin, gender identity, race, religion, sex, sexual orientation or based on disability. If you require any additional support to apply for this role, or any other role that we advertise please contact us directly for assistance

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