Client Services Administrator

4 days ago


Leeds, United Kingdom Inzuzo LTD Full time

**BENEFITS**:

- 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
- 4pm Finish on a Friday
- Free Employee Assistance Programme through Health Assured including 24 hour access to free mental health and wellbeing support/tools
- Annual performance related Company bonus and salary review
- 5% Employer pension contribution
- Opportunities for continuous professional development
- 4 x Death in service
- Buying and selling annual leave scheme
- Regular social events throughout the year
- Smart/casual dress code
- Weekly fruit & snacks provided
- 1 hour lunch break and 2 x 15 minute breaks

**MAIN PURPOSE OF JOB**:
Inzuzo LTD is seeking a detail-oriented and agile Administrator to provide operational support within our Customer Services team.

Inzuzo LTD offers a collaborative and growth-oriented environment where your contributions will directly impact our continued success. As a Client Services Administrator, you will have the opportunity to work with industry leaders and shape the future of our relationships with major financial services firms. We value dedication, innovation, and a commitment to excellence.

**LOCATION**: Leeds, UK

**REPORTS TO**: Client Services Manager

**WORKING HOURS/PATTERN**:9am - 5.30pm Monday to Friday (4pm Friday finish)

**KEY RESPONSIBILITIES**:

- Provide comprehensive support to the Client Services team, managing the CRM and back-office systems efficiently.
- Ensure accurate and timely setup and maintenance of client accounts, including the management of account details and settings.
- Regularly update and maintain client data and records, ensuring information accuracy.
- Handle front-end account queries, deliver important client information, and assist in managing communication channels between Inzuzo and its Clients
- Attend and contribute to relevant meetings with the Client Services Manager.
- Support the National Account Manager in account review meetings, providing administrative support and follow-up communications.
- Responsible for the (administrative) onboarding of new clients, demanding critical attention to detail, digital competency and implement efficient processes.
- Fully understand and assist with the diary management of the National Account Manager, aiding in the management of account review meetings and notetaking.
- Demonstrate ownership of internal administrative systems, overseeing the implementation and utilisation of CRM systems and internal communication tools.
- Collaborate with the team to develop and implement new administrative systems and processes.
- Assist in the preparation of presentation materials and reports for client meetings and internal discussions.
- Prepare detailed reports on sales activity and administrative tasks, providing updates in weekly meetings with the Client Services Manager.
- Contribute to team meetings, providing updates and insights on ongoing tasks and initiatives.
- Adhere strictly to GDPR regulations and company standards in maintaining secure and accurate records.

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

**Salary**: £22,500.00-£25,000.00 per year

**Benefits**:

- Additional leave
- Casual dress
- Company events
- Company pension
- Employee discount
- Health & wellbeing programme
- Referral programme
- Sick pay

Schedule:

- Day shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Performance bonus
- Yearly bonus

Work authorisation:

- United Kingdom (required)

Work Location: In person

Reference ID: Administrator - Client Services Team



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