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Call Centre and Customer Service

Client Services Administrator / Client Support Executive


Job Title: Administrator – Client Servicing

Location: London, Guildford or Home Based (needs to be able to travel to London or Guildford if required)

Salary: Competitive

Job Type: Full Time, Permanent

Closing Date: 22nd November 2020

The Company is a major investment and savings business that blends a strong customer focused heritage with a modern technology-led outlook.

Uniting employee benefits and individual financial advice, they work with employers, trustees and private clients through their regional UK offices to design and manage solutions that meet their unique needs.

The Company is Investors In People accredited and has a working environment where they value and respect every individual’s unique contribution, enabling all of their employees to thrive and achieve their full potential. They want to attract the broadest range of talented people to be part of their collaborative working culture. They are looking for colleagues who can contribute to their values and help deliver a market leading proposition. In return, they will offer you a competitive salary and fantastic benefits, as well as the opportunity to develop your knowledge and experience in order to further your career.

They have numerous working groups which are accessible to employees at all levels, to help with learning but also to allow all employees to make suggestions and provide input into all aspects of their day-to-day business.

They also have a strong history of promoting from within – with employees who have worked with them for over ten years and have moved from administration all the way up to Principal. They offer study support – both financial and practical – to help you to achieve your goals.

Job Purpose:

The role will support their consultants with providing a high-quality service to their corporate clients.

They are looking for an individual with a thirst for knowledge and creative flair; somebody with a positive approach to work and an interest in workplace savings and employee benefits.

Their clients are predominantly HR directors, finance directors and pension governance committees.

You will be assigned clients, so that you can build relationships and provide ongoing support. As well as the consultants and other admin support team members, you will be dealing directly with your assigned clients and their scheme providers on a regular basis.

Key areas of Accountability:

  • Proactively managing own workflow and following processes to meet deadlines
  • Keeping member communications up-to-date and compliant – scheme guides, presentations, interactive tools, announcement letters, newsletters
  • Obtaining and checking data from clients and providers
  • Drafting scheme reports – including data manipulation, and chart production
  • Peer reviewing work produced by others – to ensure accuracy and consistency
  • Attending meetings with consultants as necessary – including minute taking
  • Answering client and member queries, by email and phone – helping to resolve basic issues and improve the member experience
  • Accurately raising invoices and recording income in line with procedures
  • Liaising with clients, providers and consultants to ensure the smooth running of clients’ schemes
  • Using internal client management systems, such as Intelligent Office, Microsoft Office products and other in-house systems
  • Recognising possible improvements in processes and suggesting these to your line manager
  • Accurately completing and maintaining relevant records, including scanning and filing documents correctly
  • Completing all mandatory compliance and group training
  • At all times working in line with the governance and operating requirements of the Company, while meeting the Financial Conduct Authority’s Treating Customers Fairly, conduct risk and compliance requirements
  • Adhering to all relevant data protection and information security policies and procedures of the Company and the Group
  • At times, the job holder may have to undertake other activities of a similar nature

The Candidate:

  • Ideally educated to at least A Level or equivalent standard
  • Strong Maths and English skills as evidenced through GCSE, A Level or equivalent qualification
  • Willing to study towards relevant industry qualifications
  • Experience of working in financial services. Able to work with a client focused approach and develop trusting and credible partnerships with clients both face-to-face and via the telephone or video calling.
  • Demonstrates a business acumen and ability to recognise and work towards meeting the interests of clients and the Company.
  • Proactive, self-motivated and positive approach to work
  • Able to develop working relationships with colleagues and clients
  • Agile and flexible approach to work, to meet changing priorities
  • Good attention to detail, with confidence and pride in work

Please click on the APPLY button to send your CV and Cover Letter for this role.

Candidates with experience of: Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Customer Service Officer, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.