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Client Services Administrator

4 months ago

Cheltenham, United Kingdom I2I Recruitment Full time

**Responsibilities**:

- Internal Customer Service:

- Able to 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
- Support the Compliance & Risk 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
- Deal with internal and external postal deliveries and arrange couriers’ services as necessary
- Working effectively and efficiently on the Practice Management System to log and record documents
- Undertake all file closing procedures including the processing of archiving and retrieval
- Complete searches at the request of Partners, 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

**Benefits**:

- 25 days holiday and long service accrual
- Private medical insurance
- Employee Assistance Programme
- Access to corporate gym membership rates
- Eye care
- Wellness initiatives

**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