Corporate Client Executive

2 weeks ago

Chelmsford, United Kingdom Clever-HR Full time

**We have a great opportunity for a Corporate Client Executive to join an established Wealth Management business**

You will provide administration support to the Corporate Financial Planner and assist the team with a diverse range of duties.

You will be required to work closely with the entire Employee Benefits team to ensure that all clients always receive excellent service and identify upselling opportunities where necessary.

Competitive salary and excellent employee benefits.

**Responsibilities include**:

- To actively manage existing schemes for Pensions and Health, Risk and Wellbeing (HRW) ensuring details are kept in line with FCA guidelines and maintaining service standards.
- Undertake all new scheme implementation for both Pensions and HRW, including preparing client invitation packs, attending client meetings, setting up the scheme with the provider.
- Ensure all data is requested and captured in an efficient and timely manner.
- Regularly check data, fill gaps and amends errors where necessary.
- Ensure all account records are checked and updated upon receipt of any correspondence
- Provide administration support in the form of scanning, printing, filing, photocopying, binding, record keeping, data imputing and typing or any other duty needed.
- The occasional arrangement/receipt of couriers, and the subsequent recording and forwarding on to the appropriate recipient.

**About you**

**Essential**:

- Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint
- Previous experience working in an administration role
- Experience of delivering accurate, relevant and timely information

**Desirable**:

- Previous experience working in a Pensions or Employee Benefits administration role
- Experience working with Auto Enrolment schemes
- Experience of using Intelligent Office back-office system
- Experience of working in a relationship management role

**Skills & Qualifications**:
Essentials:

- At least 5 A-C GCSE’s including Mathematics and English
- Strong interpersonal and communication skills
- Excellent customer services skills and commitment to providing quality service
- Excellent planning and organisational skills
- Excellent accuracy and attention to detail
- Excellent telephone manner
- Ability to work as part of a team and unsupervised
- Process Driven - always looking for smarter ways of working
- Relevant qualifications related to Employee Benefits or Financial Services

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