Client Services Administrator

5 months ago


Alton, United Kingdom Optima Recruitment Full time

**Short Benefits**:

- Based in Alton
- Up to £23,000
- Monday - Friday, 9am - 5pm

**Job specification**:

- Answering phone calls and passing on messages to the Admin and Advisers
- Booking annual reviews with clients
- Preparing client packs for annual reviews and ad-hoc meetings
- Build relationships with the clients and assist with queries
- Processing and managing letters of authorities and chasing the providers for the information
- Setting up internal meetings when requested by management
- Assist with seminars preparation where required
- Reporting to the Administration Manager

**Person specification**:

- Experience working in an administrative or team capacity
- Excellent verbal communication skills - telephone and written word
- Very good understanding of Word, Excel and Outlook
- Adaptable to changing procedures
- Time management
- Organisation and prioritisation
- Attention to detail



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