Senior Client Services Coordinator
1 month ago
About the Role
CleverHR is seeking a skilled Client Services Administrator to join our team in Bristol. As a Senior Client Services Administrator, you will play a crucial role in providing high-quality administration services to our clients in the Financial Services market.
Key Responsibilities
- Maintain accurate and up-to-date client data in both hardcopy and digital formats.
- Process letters of authority, request quotations, and process business from proposal to policy document stage.
- Request investment valuations and provide generic information to clients.
- Work collaboratively with the team to achieve business objectives.
Requirements
- 3-5 years of experience in a similar role.
- Excellent interpersonal skills, both written and verbal.
- Quality management and attention to detail.
- Proficiency in Office 365 and Standard Life Wrap.
About CleverHR
CleverHR is a leading provider of HR solutions. We are committed to delivering exceptional service to our clients and are seeking a talented individual to join our team.
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