Client Relationship Administrator

6 days ago

Taunton, United Kingdom Page Personnel Full time

An excellent Client Relationship Administrator role with great progression
- A permanent full-time opportunity in Taunton offering up to £26,000

**About Our Client**:
As an award winning Mortgage Advisor with office's across the South, our client takes pride in their ability to offer multiple Financial Services and advice while continuously looking after their clients needs. They are now looking for a Client Service Administrator to join their Taunton office.

As Client Relationship Administrator you will
- Communicate and work efficiently with all client enquiries, treating every client as the only client
- Liaise with solicitors, insurance providers and mortgage lenders to provide a seamless service to our clients
- Work to FCA approved standards, ensuring work is compliant and within data protection guidelines when discussing client updates
- Competently use a variety of software packages to include data entry and monitoring of the Company client database
- The ability to work under pressure and prioritise your workload to meet client expectations therefore delivering exceptional service
- Provide efficient administrative support to advisers through effective and regular communication
- Work closely with the Head of Client Relations to co-ordinate, and implement office procedures effectively
- Sort and distribute incoming post and organise outgoing post when required
- Order and maintain stationary and equipment supplies for the Company if necessary
- Be able to efficiently book meeting rooms and conference facilities as needed
- Assist and support the team, your colleagues and the Company as required
- Prepare refreshments for client and Company meetings as required
- Opening and closing of the office as and when required

**The Successful Applicant**:

- A high degree of personal motivation, organisational skills and the ability to manage your own workload
- A willingness to undertake exams to further your personal knowledge within the Financial Services industry.
- Flexibility and approachability under pressure
- You must be proactive, tenacious and show initiative at all times
- The ability to communicate confidently, clearly and effectively at all levels
- The ability to work closely with other members of the team and management team
- A high level of professionalism to deliver client service excellence

**What's on Offer**:

- Annual salary review
- Annual bonus scheme
- Study support both financially and time to study during the working day
- Access to our commercial gym
- Day off for your birthday
- Access to BUPA Employee Assistance Program
- Great culture
- Fabulous Company events
- Pension
- Sick pay

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