Employee Benefits Client Services Administrator, - Gloucester, Gloucestershire, United Kingdom - CleverHR

Description

Employee Benefits Client Services Administrator, (BW-2041)
Employee Benefits Client Services Administrator
Hybrid Working

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.

To provide administration support to the EB Consultants and assist the team with duties. Customer Service

Responding to internal/external requests via email and phone in a prompt and efficient manner, keeping all parties informed of progress as appropriate.

Working with the entire Employee Benefits team to ensure that all clients receive excellent service at all times.

Work with the Consultant and Employee Benefit Admin Team Leader to ensure that all clients are receiving the service they are paying for.

EB Administration
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
Process new business applications on third party sites, this will be for pension schemes including The Peoples Pension amongst others
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 agreed service propositions
Maintain all client data for all schemes in a timely and efficient manner and prioritise workloads effectively


Work Experience:
Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint
Previous experience working in an administration role
Previous experience working in a Pensions or Employee Benefits administration role
Experience of using Intelligent Office back office system
At least 5 A-C GCSE's including Maths and English
~ Excellent customer services skills and commitment to providing quality service
~ Excellent planning and organisational skills

• Excellent accuracy and attention to detail

~ Excellent telephone manner
~ 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

Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management.
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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