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Client Services Administrator

4 months ago

Guildford, United Kingdom 2i Recruit Ltd Full time

This is a great role for a Client Services Administrator to work with a fantastic company based in Guildford joining a vibrant and busy team. The Client Services Administrator will look after administration and file management for the Client Services Team. The successful candidate will have exceptional customer service and administration skills. This company offers a mix of hybrid and office work.

Company Benefits:

25 days holiday and long service accrual
Private medical insurance
Employee assistance programme
Access to corporate gym membership rates
Eye care
Wellness initiatives
Holiday purchase schemes
Bonus scheme
Pension scheme
Income protection insurance

Key Responsibilities:

Develop solutions to ensure an exceptional service is provided at all times.
Consistently and appropriately update service users on progress and status of tasks where appropriate
Work with service users to offer assistance where possible
Support the team with the completion of client due diligence, conflict checking and the Anti Money Laundering processes
Create new files and maintain and update existing files, demonstrating an understanding of the principal documents
Deal with internal and external postal deliveries and arrange couriers' services as necessary
Working effectively and efficiently on the CRM system to log and record documents
Undertake all file closing procedures including the processing of archiving and retrieval
Complete searches at the request of Directors, Fee Earners, Client Services Leads and Client Services Executives
Photocopying, printing, scanning, binding, and filing tasks
Supporting the finance team by ensuring receipts, cheques and bills are correctly loaded onto the system
Any ad hoc duties as requested by the business
Producing document packs
Producing court bundles
Keeping client specific records updated where necessary
Preparing files for costs assessments
Undertaking basic Land Registry searches
Data Subject Access Requests
Checking Companies House for company registration numbers, addresses, director details etc
Updating the intranet pages

Experience and Skills Requirements:

A minimum of 6 months administration experience
GCSEs graded A to C to include Maths and English (or equivalent level of qualification)
Solid customer service centric experience and work ethic
Excellent verbal and written communication
Communication
Proactive Team Player
Organised
Good interpersonal details with the ability to adapt style and approach
Attention to detail and accuracy

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted