Client Relations Coordinator
4 weeks ago
Resource Matters Ltd is seeking a highly skilled Client Relations Administrator to join our team. As a key member of our client relations team, you will be responsible for providing exceptional customer service and administrative support to our consultants and clients.
Main Responsibilities:- Manage a bank of consultants and their clients, providing first-class customer service and administrative support.
- Process transfers, top-ups, withdrawals, income, contributions, fund switches, and other financial transactions in a timely and accurate manner.
- Understand and manage third-party provider platforms and processing times.
- Manage your individual workload using our personal diary system to ensure all tasks are completed on time.
- Investigate and handle client and consultant queries.
- Manage post related to new business cases.
- Deal with client and provider queries over the phone and via email.
- Understand our internal compliance procedures and the requirements of third-party providers.
- Maintain client records on our back-office system.
- Cover receptionist duties such as post, phone calls, greeting clients, and dealing with third-party suppliers.
- Salary dependent on experience plus bonus.
- 26 holidays per year, using 3 days between Christmas and New Year, plus an extra day for your birthday.
- Hybrid working, with 50% of working hours in the office and 50% at home, upon completion of your probation period.
- Flexible working between 8am and 6pm, with 7.5 hours worked each day between core hours of 10am and 4pm.
- 37.5 hours per week.
- Company Pension Scheme.
- Access to Benefit Hub, which includes discounts to products and tickets.
- Group Life Scheme.
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Programme Coordinator
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Financial Coordinator
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Financial Coordinator
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Project Coordinator
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Financial Coordinator
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Service Coordinator
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Financial Coordinator
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Macclesfield, Cheshire East, United Kingdom Cheshire East Council Full timeJob Title: Financial CoordinatorWe are seeking a skilled Financial Coordinator to join our team at Cheshire East Council. As a Financial Coordinator, you will play a crucial role in applying the Council's financial and charging policies for Adult Social Care clients.Key Responsibilities:Assess a customer's ability to pay towards care services providedMonitor...
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Client Director
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