Client Services Administrator

6 months ago


Guildford, United Kingdom 2i Recruit Full time

**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.

**Salary**: £23,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Gym membership
- Life insurance
- Private dental insurance
- Private medical insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: VR/06405



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