Client Services Administrator

12 hours ago

Bath, United Kingdom CleverHR Full time

This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice through a top-quality team - and they recognise that every member of their staff has a significant part to play. From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience.

**Purpose of Role**:

- To provide administration support to the Corporate Wealth Financial Planners and assist the team with day to day client administration, whilst delivering excellent service to clients.

**The Role**
- Working with the entire Employee Benefits team to ensure that all clients receive excellent service at all times
- Work with the Corporate Financial Planners and Client Service Manager to ensure that all clients are receiving the service they are paying for.
- Build strong, professional, lasting relationships with clients, Corporate Financial Planners and your colleagues
- Complete data requests in a compliant manner
- Make sure CRM records are up to date and managed
- Request data from providers as and when required
- Produce reports when required for the Corporate Financial Planners, this could be collating information from our shared client files or requesting the information from providers
- Maintain all client data for all schemes in a timely and efficient manner and prioritise workloads effectively
- Carry out basic tasks including updating of addresses for clients with providers
- Complete invoicing weekly for ad hoc and regular clients. This includes making sure evidence is on file for the work having been carried out.
- Complete checks to make sure documents are filed correctly. If this is not the case then remedial action to be completed
- Creating renewal tasks on a monthly basis including invoices due
- Provide administration support in the form of scanning, printing, filing, photocopying, binding, record keeping, data imputing and typing or any other duty needed made to exceed these wherever possible.

**About You**
- Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint
- Previous experience working in an administration role
- Experience of delivering accurate, relevant and timely information
- Previous experience working in a Pensions or Employee Benefits administration role (Desirable)
- Experience working with Auto Enrolment schemes (Desirable)
- Experience of using Intelligent back office system (Desirable)
- At least 5 A-C GCSE’s including Maths and English
- Strong interpersonal and communication skills
- Excellent customer services skills and commitment to providing quality service
- Excellent planning and organisational skills
- Excellent accuracy and attention to detail
- Excellent telephone manner
- Ability to work as part of a team

**Benefits**:

- 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days.
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year.
- Group Life Assurance
- Group Pension Scheme
- Private medical Insurance
- Group Income Protection

NB: This role is 100% office based. LOcations Bath/ Cheltenham or Chelmsford

**Salary**: £18,000.00-£22,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

**Experience**:

- financial services administration: 1 year (required)

Reference ID: CR-1797

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