- Point of contact for all incoming calls and emails from our clients, product providers, and Corporate Financial Planners.
- All correspondence coming in and out of the department is to be professional and friendly.
- 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.
- Process new business applications on third-party sites.
- General office administration duties, including filing, scanning, and dealing with post.
- Strong experience using MS Office products.
- At least 5 A-C GCSE's including Maths and English.
- Excellent communication skills, both written and verbal.
- Be highly organised with good attention to detail.
- Demonstrate being flexible and proactive with your approach.
- Experience working as an administrator or someone who has a strong desire to work in financial services.
- Self-motivated and adaptable to change.
- Experience in producing accurate and timely information.
- 25 Days holiday plus Bank Holiday.
- Holiday buy and sell scheme.
- Life assurance.
- Group pensions.
- Private medical care.
- Income protection.
- A range of discounts for schemes.
- Additional volunteering days.
- Vehicle and tech schemes.
- Employee recognition schemes.
- Charity fundraisers and social events.
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Client Service Administrator - Bath, United Kingdom - Juice Recruitment Ltd
Description
Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach?
Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for a Client Service Administrator.
You will be providing administration support to the Corporate Financial Planners and assisting the team with day-to-day client administration, whilst delivering excellent service
This is a fantastic opportunity to kickstart your commercial career, by joining an organisaiton that offers long-term development.
DAY TO DAY:
WE WOULD LOVE TO SEE:
AND FOR YOU:
Please apply today to be considered for this fantastic role
