Client Administrator

Additional Resources; Sheffield; On-site; GBP 25,000; Full time

Job summary

A well-established financial solutions provider in Sheffield is seeking a Client Administrator to support clients with administrative tasks and communications. This full-time role offers a salary of £25,000 along with benefits such as a company pension and life insurance. Candidates should have prior experience in administrative roles and strong communication skills. Apply today to join a supportive team and develop your career.

Benefits

Competitive salary

Company pension

Life insurance

On-site parking

Qualifications

• Experience in an administrative office role is essential.
• Previously worked as a Client Administrator or in a similar support role.
• Able to manage client records and communications professionally.

Responsibilities

• Make outbound calls to clients to build relationships.
• Maintain and manage client records accurately.
• Prepare documentation for third-party providers.

Skills

Confident telephone manner

Excellent computer skills

Strong written communication

Strong verbal communication

Tools

Microsoft Word

Microsoft Excel

Job description

An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.

As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.

This full-time role offers a salary of £25,000 and benefits.

You will be responsible for:

• Making outbound calls to new and existing clients to build relationships and generate interest.
• Managing and maintaining client records and ensuring all information is accurate and up to date.
• Preparing documentation and templated reports for third-party providers.
• Handling general office administration including filing, scanning, reporting, and dealing with post.
• Managing client communication by phone, email, and written correspondence in a professional manner.
• Supporting advisers and team members with the processing of information and client-related documentation.
• Logging and updating call outcomes within the CRM system.

What we are looking for:

• Previously worked as a Client Administrator, Client Account Administrator,Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant,Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administratoror in a similar role.
• Experience in an administrative office role.
• Confident telephone manner and ability to make outbound calls.
• Excellent computer skills, including knowledge of Microsoft Word and Excel.
• Strong written and verbal communication skills.

What’s on offer:

• Competitive salary
• Company pension
• Life insurance
• On-site parking

Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.