Client Administrator

5 months ago


Manchester, United Kingdom Aimée Willow Connex Full time

Client Administrator Support

Manchester - North West

The Role
- Manage effectively and in accordance with policy and practice; the administration of ledgers, validation of debtor balances, credit control, collection activities and allocation processing with ownership of the following:

- Responsible for daily cash allocation across the portfolio.
- Responsible for facilitating client payments both on the client operating and Banking platforms.
- Responsible for the active and accurate credit control of any factoring facilities within the portfolio.
- Ownership of the client verification and ensuring verifications are completed in line with credit expectation.
- Provide assistance to the client managers and client executives in day to day tasks as and when required.
- Maintain thorough records and provide necessary feedback and reporting to customers and managers/colleagues.
- Maintain delivery of a high-quality service to customers.
- Strong communicator with both internal and external stakeholders.
- All activity is undertaken within the scope of overseeing the maintenance of the collateral being funded.
- Understand the wider Banks products and services, and proactively identify and action sales opportunities in order to best meet customer needs.
- Adherence with the Banks AML policies and procedures, with vigilance at all times of the conduct of customers and debtors.

Additional responsibilities for all employees
- Actively promote and practise the Banks Guiding Principles
- Understand and adhere to the Banks policies and procedures with particular reference to:

- Conduct Rules and Professional Standards Policy
- Information Security and Data Protection Act 2018 (GDPR)
- Fair Treatment of Customers
- Risk management and reporting of risk management incidents
- Regulatory compliance and prevention of financial crime
- Disaster recovery and business continuity
- Proactively contribute to the Performance Planning and Review process
- Support Bank wide Forums as required or identified
- Cooperate with and help colleagues across our business, performing other reasonable tasks as may be required from time to time


  • Client Administrator

    5 months ago


    Manchester, United Kingdom Recruit UK Full time

    **Job Title**: Client Administrator **Industry**: Financial Planning **Location**: Manchester **Salary**: £31,000 **Job reference**: 7272 **Job Description: Client Administrator** Recruit UK are working on an excellent opportunity for a Client Administrator in Manchester to join a leading Financial Advice company. They are the UK’s leading...

  • Client Administrator

    5 months ago


    Manchester, United Kingdom AMS Accountants Medical Ltd Full time

    **AMS Medical - Client Administrator - Manchester** Due to a sustained period of growth, generated from the success of our existing team, we are pleased to announce an opportunity for a Client Administrator to join us in our Manchester City Centre office. This is a permanent role and for the right person the perfect development role with both exposure and...


  • Manchester, United Kingdom Recruit UK Full time

    **Job Title**:Client Support Administrator **Industry**:Financial Services **Location**:Manchester **Salary**:Up to £26,000 **Job Ref**:8479 Client Support Administrator Recruit UK are working on an excellent opportunity for a Client Support Administration position in Manchester to join a well established Chartered Independent Financial Advice...


  • Manchester, United Kingdom Page Personnel Full time

    IFA based in Manchester city centre - Opportunity for a graduate or someone looking to break into financial services **About Our Client**: As Client Review Administrator, you will provide administration support for the Review Team. Day to day, your role will include: - Pensions administration for various group schemes and providing quotes for the group...

  • Client Administrator

    5 months ago


    Manchester, United Kingdom Fram Search Full time

    Office Based - Company Bonus Scheme - Great development Opportunities Fram are working with a multi award-winning specialist SME investment and advisory business based in the North West. They are looking for a dedicated individual to become an integral part of the close-knit Client Services Team. - Have excellent communication skills - Be confident on the...


  • Manchester, United Kingdom CV-Library Full time

    Client Services Administrator Manchester City Centre £24,000 - £29,000 My client are a global firm who are looking for a Client Services Administrator to join their team in Manchester. The successful candidate will be responsible for providing 5-star Customer Service to all clients. The ideal candidate will need strong customer service and...


  • Manchester, United Kingdom Chase de Vere Full time

    Fast paced, varied and demanding. Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry...


  • Manchester, United Kingdom Chase de Vere Full time

    Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry...


  • Manchester, United Kingdom Gibson Hollyhomes Full time

    My client is a global firm looking for a Client Services Administrator to join their team in Manchester. The successful candidate will be responsible for providing 5-star Customer Service to all clients. The ideal candidate will need strong customer service and client-facing skills, gained from either Reception, Hospitality, or Call Centre environments. As a...

  • Client Administrator

    5 months ago


    Manchester, United Kingdom NJR Recruitment Full time

    CLIENT ADVISER - EMPLOYEE BENEFITS MANCHESTER SALARY: 30,000 + EXCELLENT BENEFITS NJR Recruitment are currently working in Partnership with an established, and prominent firm of independent and family-owned Insurance Brokers & Employee Benefit Consultants. Operating from offices in Europe and the UK, our Client employs over 1000 people and have an income...


  • Manchester, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?This is a great opportunity for someone looking to expand their career further within financial planning. We're looking for someone to join our Client Administrative team in Manchester who will provide ongoing administrative support to 2-3 Financial Planners while building strong relationships with their clients and...


  • Manchester, United Kingdom Gordon Yates Full time

    Client Service Administrator needed in Manchester for 3 month temp role. This role is hybrid working paying £13 per hour. You will be responsible for the set up and administration of several of our Apprenticeship Professional Development Programmes for existing Key Clients. You will be working closely with operational, client service and programme teams...


  • Manchester, United Kingdom AMS Accountants Group Full time

    **The Role** The role will see you join our Medical division and take an important role within our Client Administration Team. The day to day will involve supporting our clients in this sector, who differ significantly across the division but that do primarily operate under the same healthcare banner. On top of any existing experience in a finance space...


  • Manchester, United Kingdom Mercer Full time

    **Mercer Marsh Benefits - Manchester** Mercer Marsh Benefits(MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in 135 countries, our team of specialists...


  • Manchester, United Kingdom GB035 Mercer (UK) Limited Full time

    Description: Mercer Marsh Benefits – Bristol OR Manchester   Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in...


  • Manchester, United Kingdom Marsh Full time

    **Client Coordinator/Administrator** **What can you expect?** **What you will be rewarded with**: - We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis. - Competitive Benefits Package including: 27 days annual leave, up to...

  • Client Administrator

    5 months ago


    Manchester, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Manchester, United Kingdom abrdn Full time

    Job Description abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. - Our strategy is to...


  • Manchester, United Kingdom MoreLife Full time

    **Job title: Client Services Administrator** **Location: Hybrid** **Hours: 0800 2000 (rota, working 37.5 hours p/w)** **Reporting To: Client Services Manager** **Key Relationships: Clients, Practitioners, Direct Team Members** **Post may close early, if sufficient applicants received.** **The Role**: The Client Services Administrator will work as part...


  • Manchester, United Kingdom Pertemps Network Group Full time

    **Senior Client Services Administrator**: - V20150021**£28,000 - £30,000 Per Annum** - Full Time**Temporary** **Manchester, Greater Manchester** **Administration** **Job Description**: - Elevate your career in client services administration with a pivotal role that places you at the heart of company coordination and execution. A prestigious...