Give us a call on 0117 379 0818

Client Services Administrator

£18000 - £22000 plus excellent benefits

Client Services Administrator (Employee Benefits Team)
£18,000 -£22,000 plus benefits!
(Office based)

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

The Role

  • Point of contact for all incoming calls and emails from our clients, product providers and Corporate Financial Planners
  • Uploading emails and phone notes as they are received
  • Responding to internal/external requests via email and phone in a prompt and efficient manner, keeping all parties informed of progress as appropriate
  • Work with the Corporate Financial Planners and Client Service Manager to ensure that all clients are receiving the service they are paying for
  • Make sure CRM records are up to date and managed
  • Request data from third party providers as and when required
  • Produce reports when required for the Corporate Financial Planners
  • Process new business applications on third party sites
  • Email clients to let them know schemes are now set up and the next steps. Ensuring all transactions are tracked through to accurate and timely completion, ensuring compliance filing and application set up with providers is carried out, in line with our service propositions
  • Make sure our transactional clients are emailed on a regular basis
  • 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
  • Upload emails correctly, making sure they are titled and added to the correct contracts
  • Ensure all account records are checked and updated upon receipt of any correspondence via email and telephone
  • Record all client activity, including telephone calls, emails etc, on the CRM system including time recording to ensure that an accurate and complete audit trail is available
  • 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
  • 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
  • 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

Employee 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
  • Buy and sell scheme where you can buy additional days holiday per year (up to 5)
  • Group Life Assurance
  • Group Pension Scheme
  • Private medical Insurance
  • Group Income Protection
Bath / Chelmsford / Cheltenham
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: