Client Services Administrator

5 months ago


Maidstone, United Kingdom Whiting Group Limited Full time

**About us**

Whiting Group Limited is a small business in Kent, ME14 5EG. We are professional, agile, professional, and our goal is to to deliver successful outcomes for our clients by providing professional and impartial advice. We take the time to get to know our clients and understand their objectives, whether it's a worry-free retirement, running a business, or leaving a legacy to loved ones. We simplify our clients' lives by addressing all aspects of their financial wellbeing, from investments and insurance to tax and estate planning..

Our work environment includes:

- Work-from-home days
- On-the-job training
- Casual work attire

**Role Description**

This is a full-time on-site role for a Client Services Administrator at Whiting Group Limited in Maidstone. The Client Services Administrator will be responsible for providing exceptional customer service, managing client relationships, and assisting with administrative tasks related to the provision of financial advice. The day-to-day tasks may include handling client inquiries, processing transactions, maintaining client records, and supporting the financial advisers.

**Knowledge and Experience**
- Client Services, Communication, and Customer Service skills
- Ability to empathise and build strong business relationships with our clients and strategic partners
- Strong attention to detail and organisational skills
- Ability to multitask and manage own time
- Proficiency in Microsoft Office and other relevant software
- Excellent written and verbal communication skills
- Previous experience in a similar role is desirable but not essential

**Job Types**: Full-time, Permanent

Pay: £21,500.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- Customer service: 1 year (preferred)

Work Location: In person



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