Administrator
6 months ago
**Job role**: Client Liaison Officer
**Location**:Blackpool
**Salary**: £22,000
**Benefits**:25 days holiday plus Bank Holiday, great pension, life & medical insurance & more.
Our client is a growing brand with big ambitions. Established in 1950, they are now a leading global financial services firm.
The position involves providing liaison service between Wealth Advisor and Operations Centre, third parties and clients by ensuring that all queries are dealt with in a timely and efficient manner, demonstrating a proactive approach and taking accountability to ensure the resolutions of issues are seen through to the end.
**What does the role involve?**
- Completing payment requests
- General administration in line with HMRC procedures
- Providing technical support for Online to clients, colleagues and intermediaries
- Log incoming cheques in line with CASS requirements
- Completing additional projects as and when required
- Any additional administrative duties required.
**Who would be the right fit?**
- Great communication both written and verbal
- Someone who is approachable and helpful
- Good organisational skills
- A team player, someone who is happy to help with other tasks
- Someone who is proficient in Word, Excel and Outlook.
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