Client Administrator

4 days ago


Worthing, West Sussex, United Kingdom Equiniti Full time
Share Plan Client Administrator

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. Our purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment.

We are looking for a Share Plan Client Administrator to join our established Discretionary Plans operational team. As a key member of our team, you will be responsible for the delivery of our Discretionary Plan Service. Your primary focus will be on planning and delivering discretionary plan tasks for a portfolio of corporate clients.

Key Responsibilities:
  • Plan and deliver discretionary plan tasks for a portfolio of corporate clients
  • Liaise with the Client Relationship Team to ensure client requirements are understood
  • Attend client meetings to support task planning and service reviews
  • Configure discretionary plan system parameters and web services to facilitate tasks
  • Prepare schedules and files relating to task deliverables
  • Work closely with the wider Discretionary Plans team, including Dealing & Settlements and Admin Support, and Reporting
  • Identify and resolve client and employee queries
  • Maintain data integrity and reconciliation of all records relating to the service
  • Support business readiness activities for new clients set ups
Requirements:
  • Enthusiasm and willingness to learn
  • Ability to work independently or as part of a team
  • Good communication skills
  • Able to demonstrate a good understanding of what great customer service is
  • Fantastic attention to detail
  • Good working knowledge of Microsoft Office, especially Excel
  • Ability to work well under pressure and remain focused on delivering excellent service
What We Offer:
  • Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
  • All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
  • Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
  • Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
  • Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
  • Time Off – Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
  • Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.



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