Customer Service Administrator

4 days ago


Bath, United Kingdom Pear Tree Recruitment Full time

**Customer Service Administrator**

Bath/Hybrid - work from home 2 days per week

£24,000 - £28,000 p/a

We are currently working with fantastic financial services organisation based in the heart of Bath, who are looking for a strong administrator to join a high-performing team. The role requires someone who is happy working with financial information and dealing with a range of client enquiries when needed.

As a Customer Service Administrator, you are responsible for dealing with a range of pension and investment enquiries. Strong attention to detail is required as you will be processing high volumes of financial information. Other duties will include:

- Dealing with queries and requests from Financial Adviser firms
- Processing new investment paperwork
- Allocating and transferring funds upon instruction from financial advisers
- Completing all related administrative duties
- Building and maintaining strong client relationships
- Offering knowledge and expertise to colleagues as needed

**Job Types**: Full-time, Permanent

Pay: £24,000.00-£28,000.00 per year

Additional pay:

- Yearly bonus

**Benefits**:

- Employee discount
- Health & wellbeing programme

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Bath: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative: 1 year (preferred)

Work authorisation:

- United Kingdom (required)

Work Location: In person



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