Corporate Client Support

4 months ago

Bristol, United Kingdom Idex Full time

Do you have experience of working for a financial services product provider?
Are you looking for a new challenge that can offer a career pathway through to Advising?

This role will see you working within the corporate client support team, which provides exceptional service by ensuring that all customers are dealt with professionally and effectively whilst ensuring the swift and precise processing of new schemes, reviewing and market reviewing existing schemes.

This role will see you working very closely with clients of the business from small businesses to large global firms

Duties will include but will not be limited to:

- Support the Corporate Consultants in the preparation of new Group Risk schemes and maintaining existing schemes, ensuring all fit for purpose
- Collate the data and liaise closely with Providers, Employers and Payroll Companies
- Assist in completing Governance on an annual basis with Corporate Consultants
- Work within agreed SLA's to deliver a target driven, customer focused service to clients and internal stakeholders
- Ensure electronic client files in IO are updated accurately and in a timely manner in accordance with the standards and processes in place
- Ensure that all Income is invoiced, recorded, and matched correctly within the system
- Build strong, effective collaborative relationships with internal and external stakeholders
- Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients
- Create and maintain effective client files
- Liaising with product providers as and when necessary, chasing as often as required

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

**Our Diversity, Equity and Inclusion Mission**

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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