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Client Services Administrator

1 month ago

Ellesmere Port, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

Our client, an international provider of corporate benefits who provide advice on all aspects of employee benefits with a particular specialisation in foreign companies who have groups of employees in the UK and Europe is currently recruiting for an experienced Employee Benefits Administrator to join their busy team.

Required Qualifications:

  • Certificate in Business Administration - Desirable
  • Working towards Level 4 in Financial Planning - Desirable

Responsibilities

  • Making sure that you act in good faith, avoid causing foreseeable harm and support retail customers to pursue their financial objectives to achieve four set outcomes:
  1. Products and services are fit for purposes
  2. Products and services represent fair value
  3. Clients are equipped to make informed decisions
  4. Clients receive adequate support to meet their needs.
  • Making sure you follow the firm's compliance processes and procedures at all times, including the following areas:

T&C, complaints, financial crime, anti-money laundering, anti-bribery, financial promotions, data security, date protection, conflicts of interest, inducements, record keeping, best execution.

  • Complying with the Financial Services and Markets Act 2000, the FCA's Conduct Rules / FCA Statements of Principle and Code of Practice and the and the relevant FCA rules at all times
  • Making sure all client contact is carried out in a professional and courteous way.
  • Making sure all client records are retained in line with the firm's date security, Data Protection and record keeping policy
  • Dealing with queries in an efficient and timely manner.
  • Deal with the following in a timely and compliant manner:-
  • New business applications (following cases through to issue and payment)
  • Claims processing
  • Day to day queries from scheme members, employers and/or HR
  • Referring any issues / technical queries to the Client Relationship Managers (CRM)
  • Process and record changes to members personal details
  • Checking and issue of policy documents to scheme members
  • Processing scheme leavers and joiners
  • Issue of annual statements to scheme members
  • Upload monthly GPP premiums on product provider systems
  • Process group scheme renewals, including requesting and checking quote and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
  • Preparation and issue of invoices to employer
  • Liaising with product providers, clients and advisers as necessary
  • Ensure that new and existing records, both computerised and manual,

are kept up to date

  • Run monthly reports from online benefits portal
  • Assist with monitoring of divisional Aged Debt report
  • Filing - in accordance with in-house paperless office procedures
  • Provide general administrative and clerical support, as required
  • Manage own bank of clients once fully trained
  • Maintain all standards of performance as required by the firm
  • Obtain and maintain the level of competence as required by the firm
  • Making sure clients receive relevant documentation in a timely way
  • Any other reasonable tasks or duties as requested by Management

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