Client Servicing

5 months ago

Basingstoke, United Kingdom AdminWorks Ltd Full time

**About us**

We are a small company providing outsourced office administration services from modern offices in Basingstoke. Our team is busy, mature, happy and sensible and we don't do office politics. Our culture is based around trust, support, team work and providing flexible working solutions where we can.

**Key skill requirements**:

- Well organised self -starter with solid administration skills.
- Exceptional interpersonal and communications skills, both written and verbal.
- Ability to form positive relationships with peers, clients and team members.
- Keen attention to detail and strong level of accuracy.
- Process driven.
- A dedicated proactive approach.
- A positive mindset with the ability to multitask and work well within a team.
- Excellent time management and prioritising skills to work to deadlines.
- Willingness and aptitude for learning in-house systems.
- The ability to use initiative to highlight potential issues within processes and look for continuous improvements.
- Experience of working in financial services, pensions, investment, insurance or banking administration ideal, but not essential

**Job description**:
This is an interesting, varied and important role for someone with the initiative and experience to pick up the general day to day activities of busy office life and run their own client servicing liaison role within the business. This is a great role for an experienced ‘all-rounder’ who likes to be busy and would enjoy working in a small team environment with lots of client contact. Tasks for this role will vary depending upon client requirements, but a general overview of what might be expected is as follows:

- Dealing with clients both over the telephone and in person.
- Calendar management and appointment making.
- Processing client queries.
- Producing quotations and obtaining valuations.
- Preparing for and following up client meetings.
- Dealing with client correspondence and literature.
- Processing of business to ensure timely and accurate completion.
- Updating client records and dealing with changes of information.
- Requesting, tracking & accurate logging information coming in to and out of the office.
- Liaising with other outsourced support as main point of office contact.
- Ensuring an effective workflow.
- Providing general administration support to the team and client base as required.

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

**Salary**: £25,618.00-£29,763.00 per year

Expected hours: 28 - 35 per week

**Benefits**:

- Company events
- Company pension
- Free parking
- Work from home

Schedule:

- Flexitime
- Monday to Friday
- No weekends

**Experience**:

- Customer service: 3 years (preferred)

Ability to Commute:

- Basingstoke (preferred)

Work Location: Hybrid remote in Basingstoke

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